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 13 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Contract Administrator | $95,865 |
PAYCHEX, INC.4 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $11,956 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,674 | $185,342-44.1% | $111,297-6.8% | $86,799+19.4% |
| Participation rate | 88.6% | 81.0%+7.6pp | 77.3%+11.3pp | 72.3%+16.3pp |
| Annual return | 14.09% | 500.80%-486.7pp | 54.65%-40.6pp | 97.91%-83.8pp |
| Employer contribution / active EE | $1,325 | $2,246-41.0% | $2,731-51.5% | $2,405-44.9% |
| Participant deferral / active EE | $6,012 | $4,458+34.8% | $4,487+34.0% | $4,131+45.5% |
| Admin fee / account holder | $268 | $255+4.9% | $7,964-96.6% | $170+58.0% |