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: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $438,568 |
COOK STREET CONSULTING8 years Service code 70 · EIN 84-0854432 | Consulting Fees | $54,500 |
RSM US LLP8 years Service code 50 · EIN 42-0714325 | Direct Payment | $43,750 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 70 · EIN 11-3658445 | Consulting Fees | $18,712 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,917 | $103,282-55.5% | $81,382-43.6% | $99,062-53.6% |
| Participation rate | 79.4% | 73.2%+6.2pp | 69.5%+9.9pp | 71.6%+7.8pp |
| Annual return | 13.83% | 15.11%-1.3pp | 24.73%-10.9pp | 17.66%-3.8pp |
| Employer contribution / active EE | $1,428 | $3,061-53.3% | $2,463-42.0% | $3,262-56.2% |
| Participant deferral / active EE | $2,641 | $4,549-42.0% | $3,883-32.0% | $5,331-50.5% |
| Admin fee / account holder | $80 | $78+2.0% | $5,768-98.6% | $109-26.6% |