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 Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $50,111 |
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $1,196 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,740 | $70,002-28.9% | $115,037-56.8% | $52,331-5.0% |
| Participation rate | 89.0% | 72.1%+16.9pp | 81.4%+7.7pp | 68.1%+20.9pp |
| Annual return | 0.53% | 4.04%-3.5pp | 26.14%-25.6pp | 4.54%-4.0pp |
| Employer contribution / active EE | $1,991 | $2,715-26.7% | $4,608-56.8% | $1,882+5.8% |
| Participant deferral / active EE | $3,743 | $4,920-23.9% | $6,026-37.9% | $3,022+23.9% |
| Admin fee / account holder | $8 | $566-98.7% | $8,175-99.9% | $592-98.7% |