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 13 · EIN 13-5674085 | Contract Administrator | $172,889 |
ROTH & COMPANY LLP8 years Filed as: ROTH & CO Service code 10 1250 BROADWAY AVENUE · NEW YORK, NY 10001 | Accounting | $30,000 |
LAIKEN ASSOCIATES, INC.10+ years Filed as: LAIKEN ASSOCIATES INC. Service code 29 · EIN 13-1980835 | Legal | $11,535 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,606 | $122,186-59.4% | $146,958-66.2% | $199,593-75.1% |
| Participation rate | 93.6% | 78.3%+15.3pp | 82.2%+11.4pp | 72.0%+21.6pp |
| Annual return | 16.45% | 30.56%-14.1pp | 418.34%-401.9pp | 34.25%-17.8pp |
| Employer contribution / active EE | $713 | $4,093-82.6% | $4,933-85.5% | $3,034-76.5% |
| Participant deferral / active EE | $6,027 | $8,502-29.1% | $8,070-25.3% | $5,087+18.5% |
| Admin fee / account holder | $55 | $179-69.3% | $12,998-99.6% | $269-79.6% |