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 |
|---|---|---|
EISNERAMPER LLP2 years Service code 10 · EIN 13-1639826 | Accounting | $11,100 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,300 |
POLSINELLI10+ years Service code 50 · EIN 43-1064260 | Direct Payment | $3,553 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $232,537 | $102,204+127.5% | $145,661+59.6% | $85,563+171.8% |
| Participation rate | 56.0% | 70.6%-14.6pp | 77.2%-21.3pp | 66.0%-10.0pp |
| Annual return | 13.28% | 16.68%-3.4pp | 101.46%-88.2pp | 31.51%-18.2pp |
| Employer contribution / active EE | $4,455 | $3,600+23.7% | $4,238+5.1% | $2,654+67.9% |
| Participant deferral / active EE | $4,985 | $5,729-13.0% | $7,198-30.7% | $4,375+13.9% |
| Admin fee / account holder | $41 | $647-93.6% | $12,466-99.7% | $834-95.1% |