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 | $63,590 |
BRIGGS & VESELKA CO.1 year Filed as: BRIGGS & VESELKA, CO. Service code 10 · EIN 74-1769118 | Accounting | $11,240 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $150,417 | $88,042+70.8% | $138,135+8.9% | $79,858+88.4% |
| Participation rate | 86.7% | 71.4%+15.2pp | 78.7%+8.0pp | 69.6%+17.0pp |
| Annual return | 8.89% | 20.58%-11.7pp | 20.51%-11.6pp | 31.71%-22.8pp |
| Employer contribution / active EE | $12,602 | $3,103+306.1% | $5,587+125.6% | $2,471+410.0% |
| Participant deferral / active EE | $13,740 | $4,704+192.1% | $6,431+113.6% | $3,740+267.4% |
| Admin fee / account holder | $572 | $7,791-92.7% | $11,856-95.2% | $5,306-89.2% |