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) | $90,736 |
PAYCHEX, INC.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,673 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,304 | $88,890+11.7% | $102,423-3.0% | $77,643+27.9% |
| Participation rate | 71.8% | 80.9%-9.1pp | 76.5%-4.6pp | 70.6%+1.3pp |
| Annual return | 13.61% | 24.98%-11.4pp | 29.32%-15.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,453 | $2,698-46.1% | $3,023-51.9% | $2,726-46.7% |
| Participant deferral / active EE | $6,144 | $5,145+19.4% | $5,053+21.6% | $4,647+32.2% |
| Admin fee / account holder | $238 | $235+1.3% | $9,451-97.5% | $430-44.6% |