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 |
|---|---|---|
MARCUM LLP2 years Service code 10 PO BOX 95000-2288 · PHILADELPHIA, PA 191950001 | Accounting | $18,540 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,550 |
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 | $204,869 | $106,028+93.2% | $146,958+39.4% | $77,643+163.9% |
| Participation rate | 96.3% | 78.4%+17.9pp | 82.2%+14.1pp | 70.6%+25.7pp |
| Annual return | 16.15% | 56.73%-40.6pp | 418.34%-402.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $1,750 | $4,063-56.9% | $4,933-64.5% | $2,726-35.8% |
| Participant deferral / active EE | $15,224 | $7,990+90.5% | $8,070+88.7% | $4,647+227.6% |
| Admin fee / account holder | $46 | $337-86.3% | $12,998-99.6% | $430-89.2% |