Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
MILLER COOPER & CO LTD1 year Filed as: MILLER COOPER & CO.,LTD Service code 70 PO BOX6 7 8 1 · CAROL STREAM, IL 60197 | Consulting Fees | $34,502 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,036 | $55,441+112.9% | $76,002+55.3% | $77,671+52.0% |
| Participation rate | 49.9% | 63.6%-13.7pp | 69.1%-19.2pp | 70.6%-20.7pp |
| Annual return | 14.67% | 17.08%-2.4pp | 360.07%-345.4pp | 31.21%-16.5pp |
| Employer contribution / active EE | $2,519 | $1,789+40.8% | $2,688-6.3% | $2,726-7.6% |
| Participant deferral / active EE | $5,098 | $3,451+47.7% | $4,257+19.8% | $4,648+9.7% |
| Admin fee / account holder | $129 | $407-68.3% | $6,414-98.0% | $430-70.0% |