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 Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $18,531 |
GGF, LLP1 year Service code 10 16133 VENTURA BLVD · ENCINO, CA 91436 | Accounting | $16,094 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $8,170 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,057 | $86,929+0.1% | $102,423-15.0% | $80,856+7.7% |
| Participation rate | 90.4% | 72.4%+18.0pp | 76.5%+13.9pp | 67.6%+22.7pp |
| Annual return | 13.18% | 18.88%-5.7pp | 29.32%-16.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $5,172 | $2,369+118.3% | $3,023+71.1% | $2,755+87.7% |
| Participant deferral / active EE | $19,060 | $4,118+362.8% | $5,053+277.2% | $4,296+343.7% |
| Admin fee / account holder | $188 | $8,049-97.7% | $9,451-98.0% | $6,918-97.3% |