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 |
|---|---|---|
Filed as: BARTLETT PRINGLE & WOLF, LLP Service code 10 1123 CHAPALA STREET · SANTA BARBARA, CA 93190 | Accounting | $25,745 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,106 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $333,206 | $89,808+271.0% | $100,391+231.9% | $77,643+329.2% |
| Participation rate | 85.3% | 81.2%+4.1pp | 81.5%+3.8pp | 70.6%+14.7pp |
| Annual return | 16.94% | 20.62%-3.7pp | 49.20%-32.3pp | 31.24%-14.3pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,942-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $21,382 | $8,284+158.1% | $8,082+164.6% | $4,647+360.1% |
| Admin fee / account holder | $70 | $174-60.0% | $7,899-99.1% | $430-83.8% |