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 | $23,199 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,274 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,113 | $59,159+1.6% | $159,960-62.4% | $66,914-10.2% |
| Participation rate | 76.5% | 68.1%+8.4pp | 78.0%-1.5pp | 69.8%+6.7pp |
| Annual return | -17.41% | -12.26%-5.2pp | 408.60%-426.0pp | 1.58%-19.0pp |
| Employer contribution / active EE | $3,672 | $1,983+85.2% | $4,226-13.1% | $2,544+44.3% |
| Participant deferral / active EE | $6,744 | $4,395+53.5% | $6,182+9.1% | $4,237+59.2% |
| Admin fee / account holder | $343 | $591-42.0% | $8,698-96.1% | $593-42.2% |