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 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $30,765 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $20,424 |
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 | $88,268 | $73,360+20.3% | $177,989-50.4% | $74,495+18.5% |
| Participation rate | 71.4% | 66.6%+4.8pp | 77.1%-5.7pp | 67.2%+4.2pp |
| Annual return | 19.76% | 17.49%+2.3pp | 294.48%-274.7pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $3,014 | $2,216+36.0% | $3,949-23.7% | $2,623+14.9% |
| Participant deferral / active EE | $7,611 | $4,513+68.6% | $6,276+21.3% | $4,346+75.1% |
| Admin fee / account holder | $438 | $1,808-75.8% | $10,363-95.8% | $1,942-77.5% |