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 15 · EIN 13-5674085 | Recordkeeping | $33,966 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,556 |
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 | $96,626 | $88,083+9.7% | $164,813-41.4% | $74,495+29.7% |
| Participation rate | 97.9% | 73.0%+24.9pp | 78.6%+19.3pp | 67.2%+30.7pp |
| Annual return | 14.68% | 17.26%-2.6pp | 69.93%-55.3pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,749 | $2,593-32.5% | $4,341-59.7% | $2,623-33.3% |
| Participant deferral / active EE | $5,864 | $4,498+30.4% | $6,031-2.8% | $4,346+34.9% |
| Admin fee / account holder | $247 | $2,234-88.9% | $12,690-98.1% | $1,942-87.3% |