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 | $26,997 |
KHSA8+ years Service code 10 · EIN 87-0470666 111 EAST BROADWAY,STE 250 · SALT LAKE CITY, UT 84111 | Accounting | $14,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,949 | $46,292+167.8% | $143,757-13.8% | $64,808+91.3% |
| Participation rate | 76.3% | 64.2%+12.0pp | 80.3%-4.0pp | 71.5%+4.8pp |
| Annual return | -14.69% | -10.05%-4.6pp | -0.04%-14.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $7,372 | $1,910+286.0% | $4,951+48.9% | $2,506+194.2% |
| Participant deferral / active EE | $3,842 | $2,646+45.2% | $5,637-31.8% | $4,310-10.9% |
| Admin fee / account holder | $62 | $154-59.6% | $14,673-99.6% | $188-66.9% |