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 | $53,668 |
OSBORNE & ASSOCIATES, INC.3 years Filed as: OSBORNE, PARSONS AND ROSACKER LLP Service code 50 601 N. NEVADA AVE. · COLORADO SPRINGS, CO 80903 | Direct Payment | $9,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,750 | $74,462-76.2% | $81,983-78.3% | $90,288-80.3% |
| Participation rate | 83.2% | 69.7%+13.5pp | 69.2%+14.0pp | 73.4%+9.9pp |
| Annual return | 18.78% | 17.56%+1.2pp | 41.31%-22.5pp | 53.97%-35.2pp |
| Employer contribution / active EE | $795 | $2,334-66.0% | $2,498-68.2% | $2,524-68.5% |
| Participant deferral / active EE | $1,360 | $3,602-62.2% | $3,722-63.5% | $4,232-67.9% |
| Admin fee / account holder | $55 | $98-43.8% | $5,664-99.0% | $114-51.8% |