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 |
|---|---|---|
Service code 52 | Indirect Investment Fees | $199,597 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $96,792 |
Service code 15 · EIN 36-3429599 | Recordkeeping | $26,979 |
CHOI, KIM & PARK, LLP1 year Service code 15 · EIN 20-2227407 | Recordkeeping | $5,000 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MERRILL LYNCH PIERCE FENNER &SMITH Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,246 | $81,537+5.8% | $149,718-42.4% | $69,631+23.9% |
| Participation rate | 81.0% | 86.1%-5.2pp | 87.1%-6.1pp | 70.7%+10.3pp |
| Annual return | 21.19% | 22.79%-1.6pp | 1501.63%-1480.4pp | 27571.02%-27549.8pp |
| Employer contribution / active EE | $3,368 | $3,239+4.0% | $5,445-38.1% | $2,032+65.8% |
| Participant deferral / active EE | $6,618 | $4,994+32.5% | $6,569+0.7% | $3,224+105.3% |
| Admin fee / account holder | $277 | $107+158.9% | $11,283-97.5% | $110+150.5% |