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 9-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 |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 150 N. COLLEGE ST. · CHARLOTTE, NC 28202 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,410 | $81,460-61.4% | $103,333-69.6% | $80,856-61.2% |
| Participation rate | 88.6% | 66.8%+21.7pp | 74.5%+14.1pp | 67.6%+20.9pp |
| Annual return | 11.59% | 25.55%-14.0pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $5,314 | $3,105+71.1% | $3,868+37.4% | $2,755+92.9% |
| Participant deferral / active EE | $8,653 | $3,869+123.7% | $5,057+71.1% | $4,296+101.4% |
| Admin fee / account holder | $296 | $6,566-95.5% | $8,355-96.5% | $6,918-95.7% |