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 5-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 | $34,136 |
Filed as: KRUGGEL LAWTON & CO Service code 10 · EIN 35-1307701 | Accounting | $15,000 |
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 | $54,917 | $56,102-2.1% | $101,794-46.1% | $102,872-46.6% |
| Participation rate | 82.9% | 70.4%+12.6pp | 69.2%+13.8pp | 73.0%+9.9pp |
| Annual return | 15.40% | 14.06%+1.3pp | 30.53%-15.1pp | 19.06%-3.7pp |
| Employer contribution / active EE | $1,684 | $1,380+22.0% | $2,289-26.4% | $3,526-52.3% |
| Participant deferral / active EE | $4,712 | $2,801+68.2% | $4,084+15.4% | $5,535-14.9% |
| Admin fee / account holder | $95 | $262-63.9% | $8,777-98.9% | $292-67.6% |