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 70 · EIN 47-1411118 | Consulting Fees | $22,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,460 |
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 | $65,018 | $44,764+45.2% | $68,791-5.5% | $64,808+0.3% |
| Participation rate | 93.8% | 64.8%+29.0pp | 69.0%+24.7pp | 71.5%+22.3pp |
| Annual return | -15.00% | -10.91%-4.1pp | -6.38%-8.6pp | 32.82%-47.8pp |
| Employer contribution / active EE | $2,728 | $1,775+53.7% | $2,655+2.8% | $2,506+8.9% |
| Participant deferral / active EE | $6,954 | $3,238+114.8% | $3,941+76.5% | $4,310+61.3% |
| Admin fee / account holder | $47 | $151-69.1% | $4,932-99.1% | $188-75.1% |