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 & SMI Service code 10 · EIN 13-5674085 4 WORLD FIANCIAL CENTER · NEW YORK, NY 10281 | Accounting | $106,939 |
FORESIGHT WEALTH MANAGEMENT3+ years Service code 27 · EIN 27-2830751 8915 SOUTH 700 EAST SUITE 202 · SANDY, UT 84070 | Advisory (Plan) | $16,000 |
JDGLENN & ASSOCIATES, PC3+ years Service code 10 · EIN 87-0628064 4079 LISA DRIVE · SALT LAKE CITY, UT 84124 | Accounting | $9,915 |
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 | $90,717 | $155,795-41.8% | $136,294-33.4% | $69,631+30.3% |
| Participation rate | 93.1% | 75.2%+17.9pp | 81.9%+11.2pp | 70.7%+22.4pp |
| Annual return | 17.26% | 232464.33%-232447.1pp | 5155.94%-5138.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $2,532 | $2,991-15.4% | $4,695-46.1% | $2,032+24.6% |
| Participant deferral / active EE | $6,979 | $5,394+29.4% | $6,247+11.7% | $3,224+116.5% |
| Admin fee / account holder | $156 | $128+21.9% | $9,243-98.3% | $110+41.5% |