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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $34,175 |
KHSA10+ years Service code 50 · EIN 87-0470666 111 EAST BROADWAY,STE 250 · SALT LAKE CITY, UT 84111 | Direct Payment | $16,000 |
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 | $126,890 | $53,136+138.8% | $155,509-18.4% | $199,593-36.4% |
| Participation rate | 71.8% | 64.1%+7.8pp | 78.2%-6.3pp | 72.0%-0.1pp |
| Annual return | 10.09% | 41.15%-31.1pp | 64.67%-54.6pp | 34.25%-24.2pp |
| Employer contribution / active EE | $7,193 | $1,851+288.6% | $4,672+53.9% | $3,034+137.1% |
| Participant deferral / active EE | $3,680 | $3,161+16.4% | $5,626-34.6% | $5,087-27.7% |
| Admin fee / account holder | $95 | $185-48.6% | $15,912-99.4% | $269-64.5% |