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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $68,846 |
WELLS FARGO BANK, N.A.11+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $48,874 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,220 | $131,799+48.1% | $200,582-2.7% | $85,563+128.2% |
| Participation rate | 97.8% | 87.9%+9.9pp | 86.9%+10.9pp | 66.0%+31.9pp |
| Annual return | 15.89% | 21.59%-5.7pp | 42.33%-26.4pp | 31.51%-15.6pp |
| Employer contribution / active EE | $5,153 | $4,532+13.7% | $6,419-19.7% | $2,654+94.2% |
| Participant deferral / active EE | $9,435 | $7,702+22.5% | $9,331+1.1% | $4,375+115.6% |
| Admin fee / account holder | $187 | $235-20.5% | $16,305-98.9% | $834-77.6% |