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 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $13,634 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,304 | $59,107-30.1% | $86,436-52.2% | $68,494-39.7% |
| Participation rate | 87.5% | 75.2%+12.3pp | 80.3%+7.2pp | 67.9%+19.6pp |
| Annual return | -15.70% | -0.23%-15.5pp | 4394.89%-4410.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,496 | $2,519-40.6% | $3,769-60.3% | $2,596-42.4% |
| Participant deferral / active EE | $4,726 | $5,901-19.9% | $6,952-32.0% | $4,027+17.3% |
| Admin fee / account holder | $212 | $5,637-96.2% | $6,731-96.8% | $5,403-96.1% |