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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $98,421 |
COHNREZNICK LLP8 years Service code 10 · EIN 33-4144829 | Accounting | $39,900 |
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 | $388,248 | $129,021+200.9% | $184,203+110.8% | $77,643+400.0% |
| Participation rate | 97.7% | 87.3%+10.4pp | 86.8%+10.9pp | 70.6%+27.1pp |
| Annual return | 26.08% | 33.27%-7.2pp | 28.81%-2.7pp | 31.24%-5.2pp |
| Employer contribution / active EE | $12,354 | $4,413+180.0% | $6,427+92.2% | $2,726+353.2% |
| Participant deferral / active EE | $17,468 | $7,297+139.4% | $9,131+91.3% | $4,647+275.9% |
| Admin fee / account holder | $108 | $254-57.3% | $13,901-99.2% | $430-74.8% |