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 9-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 Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $87,790 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,002 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,951 | $79,519+18.1% | $95,952-2.1% | $73,409+28.0% |
| Participation rate | 94.5% | 81.2%+13.3pp | 77.1%+17.4pp | 72.2%+22.3pp |
| Annual return | 11.96% | 19.20%-7.2pp | 91.61%-79.7pp | 59.29%-47.3pp |
| Employer contribution / active EE | $1,483 | $2,048-27.6% | $2,541-41.6% | $2,234-33.6% |
| Participant deferral / active EE | $6,682 | $4,138+61.5% | $4,167+60.4% | $3,805+75.6% |
| Admin fee / account holder | $262 | $184+42.3% | $6,795-96.1% | $158+66.2% |