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 |
|---|---|---|
SES ADVISORS, INC.1 year Filed as: SES ESOP PLAN SERVICES Service code 15 · EIN 82-3719843 | Recordkeeping | $17,449 |
CAMPBELL TAYLOR & COMPANY5+ years Service code 10 · EIN 68-0251243 | Accounting | $15,912 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $1,232 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,631 | $51,620-25.2% | $90,281-57.2% | $65,185-40.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 15.80% | 24.94%-9.1pp | 78.10%-62.3pp | 29.38%-13.6pp |
| Employer contribution / active EE | $8,523 | $2,235+281.4% | $2,854+198.6% | $2,177+291.6% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $109 | $384-71.8% | $5,351-98.0% | $847-87.2% |