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 | $72,140 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $37,973 |
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 | $43,975 | $91,517-51.9% | $101,248-56.6% | $73,409-40.1% |
| Participation rate | 84.1% | 73.8%+10.4pp | 75.8%+8.3pp | 72.2%+12.0pp |
| Annual return | 17.64% | 17.17%+0.5pp | 46.47%-28.8pp | 59.29%-41.7pp |
| Employer contribution / active EE | $2,609 | $2,877-9.3% | $3,660-28.7% | $2,234+16.8% |
| Participant deferral / active EE | $7,637 | $3,338+128.7% | $4,370+74.7% | $3,805+100.7% |
| Admin fee / account holder | $174 | $216-19.3% | $5,945-97.1% | $158+10.4% |