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 | $66,981 |
MARCUM LLP2 years Service code 10 PO BOX 95000-2288 · PHILADELPHIA, PA 191950001 | Accounting | $42,640 |
USI CONSULTING GROUP2 years Service code 70 95 GLASTONBURY BLVD SUITE 102 · GLASTONBURY, CT 06033 | Consulting Fees | $21,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,083 | $62,624+300.9% | $177,989+41.1% | $77,643+223.4% |
| Participation rate | 95.4% | 66.8%+28.5pp | 77.1%+18.3pp | 70.6%+24.8pp |
| Annual return | 12.74% | 16.16%-3.4pp | 294.48%-281.7pp | 31.24%-18.5pp |
| Employer contribution / active EE | $11,455 | $1,909+500.1% | $3,949+190.1% | $2,726+320.2% |
| Participant deferral / active EE | $11,579 | $4,219+174.4% | $6,276+84.5% | $4,647+149.2% |
| Admin fee / account holder | $270 | $386-30.0% | $10,363-97.4% | $430-37.3% |