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 | $7,085 |
HOBE & LUCAS, CPA'S3+ years Filed as: HOBE & LUCAS CERTIFIED PUBLIC ACCOU Service code 50 4807 ROCKSIDE ROAD STE #510 · INDEPENDENCE, OH 44131 | Direct Payment | $6,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,035 | $85,766-54.5% | $136,294-71.4% | $70,131-44.3% |
| Participation rate | 78.2% | 74.2%+4.0pp | 81.9%-3.8pp | 69.5%+8.6pp |
| Annual return | 17.08% | 31.45%-14.4pp | 5155.94%-5138.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $182 | $2,966-93.9% | $4,695-96.1% | $2,342-92.2% |
| Participant deferral / active EE | $1,563 | $5,051-69.1% | $6,247-75.0% | $3,332-53.1% |
| Admin fee / account holder | $137 | $5,420-97.5% | $9,243-98.5% | $4,645-97.0% |