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 |
|---|---|---|
POLSINELLI9+ years Service code 50 · EIN 43-1064260 | Direct Payment | $24,240 |
EISNERAMPER LLP1 year Service code 50 · EIN 13-1639826 | Direct Payment | $10,900 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $207,869 | $89,588+132.0% | $136,007+52.8% | $77,643+167.7% |
| Participation rate | 55.4% | 74.3%-18.9pp | 76.5%-21.1pp | 70.6%-15.2pp |
| Annual return | 13.44% | 17.42%-4.0pp | 579.32%-565.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $5,391 | $3,491+54.4% | $4,217+27.8% | $2,726+97.8% |
| Participant deferral / active EE | $4,853 | $5,591-13.2% | $7,025-30.9% | $4,647+4.4% |
| Admin fee / account holder | $77 | $539-85.6% | $6,858-98.9% | $430-82.0% |