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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $27,079 |
KHSA5+ years Service code 10 · EIN 87-0470666 111 EAST BROADWAY,STE 250 · SALT LAKE CITY, UT 84111 | Accounting | $14,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,043 | $62,928+160.7% | $172,739-5.0% | $67,579+142.7% |
| Participation rate | 90.8% | 64.5%+26.3pp | 82.6%+8.1pp | 71.3%+19.5pp |
| Annual return | 18.22% | 30.36%-12.1pp | 802.84%-784.6pp | 378.56%-360.3pp |
| Employer contribution / active EE | $8,306 | $1,636+407.7% | $5,143+61.5% | $2,148+286.7% |
| Participant deferral / active EE | $4,485 | $2,145+109.1% | $5,198-13.7% | $3,539+26.7% |
| Admin fee / account holder | $172 | $167+2.9% | $13,954-98.8% | $142+20.6% |