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 | $20,723 |
KHSA6+ 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 | $160,633 | $52,293+207.2% | $178,490-10.0% | $73,409+118.8% |
| Participation rate | 70.5% | 65.3%+5.2pp | 81.9%-11.4pp | 72.2%-1.7pp |
| Annual return | 13.93% | 34.75%-20.8pp | 151.07%-137.1pp | 59.29%-45.4pp |
| Employer contribution / active EE | $6,658 | $1,735+283.7% | $5,011+32.9% | $2,234+198.1% |
| Participant deferral / active EE | $3,473 | $2,332+48.9% | $5,202-33.2% | $3,805-8.7% |
| Admin fee / account holder | $85 | $127-33.2% | $13,984-99.4% | $158-46.1% |