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 |
|---|---|---|
FLAHERTY SALMIN, LLP3 years Filed as: FLAHERTY SALMIN LLP Service code 10 2300 BUFFALO ROAD · ROCHESTER, NY 14624 | Accounting | $10,700 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $525 |
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 | $52,453 | $59,159-11.3% | $159,960-67.2% | $66,914-21.6% |
| Participation rate | 90.2% | 68.1%+22.1pp | 78.0%+12.2pp | 69.8%+20.4pp |
| Annual return | -12.46% | -12.26%-0.2pp | 408.60%-421.1pp | 1.58%-14.0pp |
| Employer contribution / active EE | $707 | $1,983-64.4% | $4,226-83.3% | $2,544-72.2% |
| Participant deferral / active EE | $4,792 | $4,395+9.0% | $6,182-22.5% | $4,237+13.1% |
| Admin fee / account holder | $74 | $591-87.4% | $8,698-99.1% | $593-87.5% |