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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $93,437 |
COHNREZNICK LLP1 year Filed as: COHNREZNICKLLP Service code 10 · EIN 33-4144829 | Accounting | $41,475 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $423,286 | $131,799+221.2% | $200,582+111.0% | $85,563+394.7% |
| Participation rate | 95.6% | 87.9%+7.7pp | 86.9%+8.7pp | 66.0%+29.7pp |
| Annual return | 13.25% | 21.59%-8.3pp | 42.33%-29.1pp | 31.51%-18.3pp |
| Employer contribution / active EE | $12,232 | $4,532+169.9% | $6,419+90.6% | $2,654+361.0% |
| Participant deferral / active EE | $18,283 | $7,702+137.4% | $9,331+95.9% | $4,375+317.9% |
| Admin fee / account holder | $103 | $235-56.2% | $16,305-99.4% | $834-87.7% |