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 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $81,956 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,093 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,016 | $99,078-8.1% | $96,544-5.7% | $74,419+22.3% |
| Participation rate | 76.9% | 80.7%-3.7pp | 76.0%+1.0pp | 70.7%+6.2pp |
| Annual return | 16.00% | 22.48%-6.5pp | 25.84%-9.8pp | 34.38%-18.4pp |
| Employer contribution / active EE | $1,394 | $2,570-45.8% | $2,965-53.0% | $2,637-47.1% |
| Participant deferral / active EE | $5,968 | $4,933+21.0% | $4,851+23.0% | $4,528+31.8% |
| Admin fee / account holder | $252 | $225+12.1% | $8,252-96.9% | $348-27.6% |