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 |
|---|---|---|
W. HARRIS WOOTEN7+ years Service code 10 · EIN 46-2783528 | Accounting | $46,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,120 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $188,080 | $104,317+80.3% | $159,436+18.0% | $86,799+116.7% |
| Participation rate | 97.5% | 77.7%+19.8pp | 82.8%+14.7pp | 72.3%+25.3pp |
| Annual return | 14.09% | 26.32%-12.2pp | 263.57%-249.5pp | 97.91%-83.8pp |
| Employer contribution / active EE | $5,358 | $3,451+55.3% | $4,829+10.9% | $2,405+122.7% |
| Participant deferral / active EE | $14,738 | $6,837+115.6% | $7,352+100.5% | $4,131+256.8% |
| Admin fee / account holder | $93 | $172-46.2% | $10,799-99.1% | $170-45.4% |