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 |
|---|---|---|
DKSS1+ years Service code 70 3001 WEST BIG BEAVER · TROY, MI 480843108 | Consulting Fees | $10,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $865 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,220 | $57,108-10.3% | $94,224-45.6% | $52,331-2.1% |
| Participation rate | 88.1% | 72.9%+15.1pp | 78.8%+9.3pp | 68.1%+20.0pp |
| Annual return | -0.02% | 1.47%-1.5pp | 10.68%-10.7pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,555 | $1,735-10.4% | $3,587-56.6% | $1,882-17.4% |
| Participant deferral / active EE | $2,038 | $3,040-33.0% | $4,320-52.8% | $3,022-32.6% |
| Admin fee / account holder | $63 | $546-88.5% | $6,269-99.0% | $592-89.4% |