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 LLP5+ years Service code 10 · EIN 13-3891517 | Accounting | $100,800 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $23,060 |
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 | $191,035 | $88,515+115.8% | $162,163+17.8% | $67,579+182.7% |
| Participation rate | 93.0% | 86.8%+6.2pp | 87.6%+5.4pp | 71.3%+21.7pp |
| Annual return | 16.73% | 27.04%-10.3pp | 115.59%-98.9pp | 378.56%-361.8pp |
| Employer contribution / active EE | $9,849 | $3,563+176.4% | $5,614+75.4% | $2,148+358.6% |
| Participant deferral / active EE | $4,187 | $5,724-26.9% | $7,298-42.6% | $3,539+18.3% |
| Admin fee / account holder | $248 | $124+100.3% | $10,843-97.7% | $142+74.1% |