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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $107,392 |
ARMANINO LLP3 years Service code 10 PO BOX 206700 · DALLAS, TX 753206700 | Accounting | $19,845 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,033 | $176,491-83.0% | $95,952-68.7% | $90,288-66.7% |
| Participation rate | 86.8% | 86.6%+0.2pp | 77.1%+9.7pp | 73.4%+13.4pp |
| Annual return | 9.69% | 20.14%-10.5pp | 91.61%-81.9pp | 53.97%-44.3pp |
| Employer contribution / active EE | $1,949 | $2,789-30.1% | $2,541-23.3% | $2,524-22.8% |
| Participant deferral / active EE | $3,033 | $5,340-43.2% | $4,167-27.2% | $4,232-28.3% |
| Admin fee / account holder | $102 | $154-34.0% | $6,795-98.5% | $114-10.8% |