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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $67,467 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-5674085 | Insurance Broker | $31,643 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,485 | $66,601-48.2% | $92,893-62.9% | $67,579-49.0% |
| Participation rate | 81.5% | 72.5%+9.0pp | 76.0%+5.5pp | 71.3%+10.2pp |
| Annual return | 34.72% | 92.58%-57.9pp | 109.41%-74.7pp | 378.56%-343.8pp |
| Employer contribution / active EE | $1,860 | $2,775-33.0% | $3,653-49.1% | $2,148-13.4% |
| Participant deferral / active EE | $5,773 | $3,157+82.9% | $4,236+36.3% | $3,539+63.1% |
| Admin fee / account holder | $154 | $199-22.7% | $5,794-97.3% | $142+8.0% |