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 LLP6+ years Service code 10 · EIN 13-3891517 | Accounting | $51,800 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $19,655 |
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 | $210,932 | $111,608+89.0% | $177,821+18.6% | $73,409+187.3% |
| Participation rate | 94.2% | 87.9%+6.3pp | 87.7%+6.5pp | 72.2%+22.0pp |
| Annual return | 12.70% | 18.23%-5.5pp | 48.32%-35.6pp | 59.29%-46.6pp |
| Employer contribution / active EE | $10,684 | $3,796+181.4% | $5,918+80.5% | $2,234+378.3% |
| Participant deferral / active EE | $4,467 | $6,199-27.9% | $7,714-42.1% | $3,805+17.4% |
| Admin fee / account holder | $136 | $166-17.6% | $12,427-98.9% | $158-13.6% |