See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY Service code 31 · EIN 13-2808480 | Named fiduciary; Securities brokerage... | $14,336 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $12,843 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 31 · EIN 13-5674085 | Named fiduciary; Securities brokerage... | $6,791 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $26 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,449 | $99,957+47.5% | $149,696-1.5% | $73,488+100.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 17.68% | 53.87%-36.2pp | 276.60%-258.9pp | 28.51%-10.8pp |
| Employer contribution / active EE | $5,163 | $3,191+61.8% | $4,644+11.2% | $2,270+127.4% |
| Participant deferral / active EE | $7,512 | $6,073+23.7% | $6,842+9.8% | $3,740+100.9% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |