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 | $150,594 |
MARCUM LLP1 year Service code 10 730 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $26,000 |
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 | $46,283 | $42,504+8.9% | $159,960-71.1% | $77,904-40.6% |
| Participation rate | 92.0% | 66.9%+25.1pp | 78.0%+14.1pp | 73.7%+18.4pp |
| Annual return | -15.93% | -12.43%-3.5pp | 408.60%-424.5pp | 12.21%-28.1pp |
| Employer contribution / active EE | $1,085 | $1,684-35.6% | $4,226-74.3% | $2,848-61.9% |
| Participant deferral / active EE | $6,107 | $3,919+55.8% | $6,182-1.2% | $4,806+27.1% |
| Admin fee / account holder | $29 | $98-69.9% | $8,698-99.7% | $133-77.9% |