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 6-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 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $152,912 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 16 · EIN 13-5674085 | Consulting | $69,681 |
EVERS ROBINSON LTD3+ years Service code 10 · EIN 86-0715183 | Accounting | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,354 | $50,458-39.8% | $159,960-81.0% | $64,808-53.2% |
| Participation rate | 98.4% | 68.0%+30.4pp | 78.0%+20.5pp | 71.5%+27.0pp |
| Annual return | -16.01% | -13.42%-2.6pp | 408.60%-424.6pp | 32.82%-48.8pp |
| Employer contribution / active EE | $2,375 | $1,722+37.9% | $4,226-43.8% | $2,506-5.2% |
| Participant deferral / active EE | $11,472 | $4,004+186.5% | $6,182+85.6% | $4,310+166.1% |
| Admin fee / account holder | $107 | $706-84.8% | $8,698-98.8% | $188-42.8% |