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 |
|---|---|---|
JANZ & KNIGHT1 year Service code 10 300 EAST LONG LAKE ROAD · BLOOMFIELD HILLS, MI 483042377 | Accounting | $19,638 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,759 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $287,253 | $66,302+333.2% | $110,238+160.6% | $56,287+410.3% |
| Participation rate | 96.4% | 74.9%+21.5pp | 79.8%+16.5pp | 69.9%+26.5pp |
| Annual return | -5.11% | -1.18%-3.9pp | 314.74%-319.8pp | -9.96%+4.9pp |
| Employer contribution / active EE | $26,720 | $2,047+1205.2% | $3,826+598.3% | $2,111+1165.8% |
| Participant deferral / active EE | $6,776 | $3,381+100.4% | $4,672+45.0% | $3,350+102.3% |
| Admin fee / account holder | $212 | $698-69.6% | $8,547-97.5% | $521-59.3% |