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 |
|---|---|---|
PURDY, DONOVAN, & BEAL, LLP5+ years Service code 10 · EIN 38-1339335 | Accounting | $18,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,192 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,585 | $47,456+31.9% | $172,739-63.8% | $77,787-19.5% |
| Participation rate | 51.6% | 66.3%-14.7pp | 82.6%-31.0pp | 73.2%-21.6pp |
| Annual return | 20.61% | 35.57%-15.0pp | 802.84%-782.2pp | 32.57%-12.0pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,717 | $2,560+6.2% | $5,198-47.7% | $3,967-31.5% |
| Admin fee / account holder | $23 | $81-72.0% | $13,954-99.8% | $100-77.4% |