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 |
|---|---|---|
Filed as: PURDY, DONOVAN & BEAL, LLP Service code 10 · EIN 38-1339335 | Accounting | $21,960 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,161 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,512 | $37,196+92.3% | $154,107-53.6% | $55,725+28.3% |
| Participation rate | 81.1% | 64.1%+17.0pp | 83.0%-2.0pp | 70.9%+10.2pp |
| Annual return | -3.66% | 1319.68%-1323.3pp | 735.12%-738.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $8,117 | $1,614+402.9% | $5,298+53.2% | $2,078+290.6% |
| Participant deferral / active EE | $5,278 | $2,068+155.2% | $5,081+3.9% | $3,356+57.3% |
| Admin fee / account holder | $247 | $102+143.4% | $13,411-98.2% | $115+114.7% |