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 | $88,538 |
BRIGGS & VESELKA CO.2 years Service code 10 · EIN 74-1769118 | Accounting | $14,175 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $132,389 | $82,882+59.7% | $127,761+3.6% | $72,985+81.4% |
| Participation rate | 91.3% | 71.5%+19.8pp | 79.0%+12.3pp | 69.5%+21.8pp |
| Annual return | 18.22% | 32.20%-14.0pp | 26.14%-7.9pp | 81.00%-62.8pp |
| Employer contribution / active EE | $18,897 | $3,346+464.7% | $4,574+313.2% | $2,440+674.5% |
| Participant deferral / active EE | $19,807 | $4,791+313.4% | $6,021+228.9% | $3,607+449.1% |
| Admin fee / account holder | $577 | $6,487-91.1% | $9,395-93.9% | $5,124-88.7% |