See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON4 years Service code 10 · EIN 38-3635706 | Accounting | $7,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $650 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $30,723 | $71,142-56.8% | $119,609-74.3% | $64,808-52.6% |
| Participation rate | 87.2% | 78.6%+8.6pp | 79.3%+7.9pp | 71.5%+15.7pp |
| Annual return | -14.88% | -10.01%-4.9pp | -14.97%+0.1pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,281 | $2,497-48.7% | $4,232-69.7% | $2,506-48.9% |
| Participant deferral / active EE | $2,423 | $4,490-46.0% | $5,602-56.8% | $4,310-43.8% |
| Admin fee / account holder | $27 | $162-83.4% | $10,323-99.7% | $188-85.7% |