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 Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $33,272 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,909 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,352 | $73,360-35.5% | $177,989-73.4% | $74,495-36.4% |
| Participation rate | 84.9% | 66.6%+18.3pp | 77.1%+7.8pp | 67.2%+17.7pp |
| Annual return | 12.26% | 17.49%-5.2pp | 294.48%-282.2pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $900 | $2,216-59.4% | $3,949-77.2% | $2,623-65.7% |
| Participant deferral / active EE | $3,373 | $4,513-25.3% | $6,276-46.2% | $4,346-22.4% |
| Admin fee / account holder | $70 | $1,808-96.1% | $10,363-99.3% | $1,942-96.4% |