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 & SMIT Service code 10 · EIN 13-5674085 | Accounting | $70,701 |
Service code 10 · EIN 47-2399509 | Accounting | $14,385 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,118 |
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 | $106,331 | $88,122+20.7% | $141,162-24.7% | $67,579+57.3% |
| Participation rate | 98.3% | 76.5%+21.9pp | 82.5%+15.9pp | 71.3%+27.1pp |
| Annual return | 28.24% | 75.40%-47.2pp | 71.39%-43.1pp | 378.56%-350.3pp |
| Employer contribution / active EE | $4,158 | $3,224+28.9% | $4,735-12.2% | $2,148+93.6% |
| Participant deferral / active EE | $12,626 | $5,958+111.9% | $6,709+88.2% | $3,539+256.7% |
| Admin fee / account holder | $16 | $131-88.2% | $10,261-99.8% | $142-89.1% |