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 | $22,781 |
WISS & COMPANY, LLP1+ years Service code 10 354 EISENHOWER PKWY · LIVINGSTON, NJ 07039 | Accounting | $14,000 |
UNTRACHT EARLY LLC1+ years Filed as: UNTRACHT EARLY LLC CPA Service code 10 325 COLUMBIA TURNPIKE · FLORHAM PARK, NJ 07932 | Accounting | $13,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,802 | $112,315+36.0% | $81,367+87.8% | $55,191+176.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 82.3%+17.7pp | 69.2%+30.8pp |
| Annual return | -1.48% | 0.62%-2.1pp | -0.92%-0.6pp | 10.78%-12.3pp |
| Employer contribution / active EE | $8,610 | $4,239+103.1% | $3,930+119.1% | $1,899+353.5% |
| Participant deferral / active EE | $8,054 | $6,435+25.2% | $5,383+49.6% | $3,046+164.4% |
| Admin fee / account holder | $141 | $83+69.2% | $8,926-98.4% | $91+55.3% |