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 |
|---|---|---|
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,036 | $55,416+113.0% | $75,972+55.4% | $77,643+52.0% |
| Participation rate | 49.9% | 63.6%-13.7pp | 69.1%-19.1pp | 70.6%-20.7pp |
| Annual return | 14.67% | 17.07%-2.4pp | 359.55%-344.9pp | 31.24%-16.6pp |
| Employer contribution / active EE | $2,519 | $1,788+40.9% | $2,685-6.2% | $2,726-7.6% |
| Participant deferral / active EE | $5,098 | $3,447+47.9% | $4,255+19.8% | $4,647+9.7% |
| Admin fee / account holder | $129 | $414-68.8% | $6,467-98.0% | $430-70.0% |