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 9-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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $34,384 |
WIPFLI LLP2 years Filed as: WIPFLI Service code 15 · EIN 39-0758449 | Recordkeeping | $20,118 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,137 | $241,101-76.3% | $103,374-44.7% | $199,768-71.4% |
| Participation rate | 90.1% | 78.3%+11.8pp | 74.5%+15.6pp | 72.0%+18.1pp |
| Annual return | 16.51% | 17.80%-1.3pp | 24.89%-8.4pp | 34.26%-17.7pp |
| Employer contribution / active EE | $1,821 | $4,244-57.1% | $3,869-52.9% | $3,037-40.0% |
| Participant deferral / active EE | $6,303 | $3,958+59.2% | $5,058+24.6% | $5,090+23.8% |
| Admin fee / account holder | $25 | $288-91.3% | $8,394-99.7% | $269-90.7% |