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 |
|---|---|---|
PKF O'CONNOR DAVIES, LLP3 years Service code 10 · EIN 27-1728945 | Accounting | $8,054 |
LONETTO CONSULTANTS4 years Service code 70 5614 CONNECTICUT AVE NW # 263 · WASHINGTON, DC 200152601 | Consulting Fees | $5,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $650 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,267 | $83,477+258.5% | $125,175+139.1% | $72,985+310.0% |
| Participation rate | 93.7% | 73.3%+20.3pp | 79.8%+13.9pp | 69.5%+24.2pp |
| Annual return | 16.71% | 25.78%-9.1pp | 43.79%-27.1pp | 81.00%-64.3pp |
| Employer contribution / active EE | $8,015 | $2,345+241.8% | $3,865+107.4% | $2,440+228.5% |
| Participant deferral / active EE | $13,469 | $3,585+275.7% | $4,937+172.8% | $3,607+273.4% |
| Admin fee / account holder | $104 | $5,517-98.1% | $9,702-98.9% | $5,124-98.0% |