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 | Recordkeeping and information managem... | $170,285 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $112,689 |
EVERS ROBINSON LTD6+ years Service code 10 · EIN 86-0715183 | Accounting | $12,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,852 | $71,964+17.9% | $167,512-49.3% | $85,563-0.8% |
| Participation rate | 100.0% | 61.0%+39.0pp | 77.1%+22.9pp | 66.0%+34.0pp |
| Annual return | 15.03% | 18.83%-3.8pp | 1615.79%-1600.8pp | 31.51%-16.5pp |
| Employer contribution / active EE | $2,676 | $1,875+42.7% | $3,882-31.1% | $2,654+0.8% |
| Participant deferral / active EE | $18,897 | $4,110+359.8% | $6,405+195.1% | $4,375+331.9% |
| Admin fee / account holder | $243 | $815-70.2% | $9,769-97.5% | $834-70.9% |