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 |
|---|---|---|
POLSINELLI6+ years Service code 50 · EIN 43-1064260 | Direct Payment | $12,410 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $11,525 |
Service code 50 8550 UNITED PLAZA BLVD · BATON ROUGE, LA 70809 | Direct Payment | $10,500 |
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 | $164,057 | $89,904+82.5% | $453,369-63.8% | $86,799+89.0% |
| Participation rate | 70.3% | 75.7%-5.5pp | 78.0%-7.7pp | 72.3%-2.0pp |
| Annual return | 14.07% | 19.72%-5.7pp | 64.40%-50.3pp | 97.91%-83.8pp |
| Employer contribution / active EE | $7,299 | $3,279+122.6% | $4,070+79.3% | $2,405+203.5% |
| Participant deferral / active EE | $7,486 | $5,114+46.4% | $6,209+20.6% | $4,131+81.2% |
| Admin fee / account holder | $44 | $156-72.0% | $11,209-99.6% | $170-74.3% |