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 |
|---|---|---|
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $50,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $21,595 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $159,379 | $81,537+95.5% | $149,718+6.5% | $69,631+128.9% |
| Participation rate | 92.4% | 86.1%+6.2pp | 87.1%+5.3pp | 70.7%+21.7pp |
| Annual return | 12.37% | 22.79%-10.4pp | 1501.63%-1489.3pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $7,746 | $3,239+139.2% | $5,445+42.3% | $2,032+281.2% |
| Participant deferral / active EE | $3,726 | $4,994-25.4% | $6,569-43.3% | $3,224+15.6% |
| Admin fee / account holder | $262 | $107+145.2% | $11,283-97.7% | $110+137.2% |