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, LLP5 years Service code 70 · EIN 27-1728945 | Consulting Fees | $28,750 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,090 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $345,381 | $129,095+167.5% | $184,200+87.5% | $77,671+344.7% |
| Participation rate | 94.7% | 87.3%+7.3pp | 86.8%+7.9pp | 70.6%+24.1pp |
| Annual return | 10.80% | 33.29%-22.5pp | 28.80%-18.0pp | 31.21%-20.4pp |
| Employer contribution / active EE | $10,399 | $4,410+135.8% | $6,424+61.9% | $2,726+281.4% |
| Participant deferral / active EE | $17,798 | $7,300+143.8% | $9,132+94.9% | $4,648+282.9% |
| Admin fee / account holder | $66 | $256-74.0% | $13,907-99.5% | $430-84.6% |