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: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $60,299 |
PURDY, DONOVAN, & BEAL, LLP6+ years Service code 10 · EIN 38-1339335 | Accounting | $45,250 |
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 | $92,874 | $52,293+77.6% | $178,490-48.0% | $73,409+26.5% |
| Participation rate | 80.9% | 65.3%+15.6pp | 81.9%-1.0pp | 72.2%+8.8pp |
| Annual return | 12.60% | 34.75%-22.1pp | 151.07%-138.5pp | 59.29%-46.7pp |
| Employer contribution / active EE | $8,585 | $1,735+394.7% | $5,011+71.3% | $2,234+284.4% |
| Participant deferral / active EE | $5,275 | $2,332+126.2% | $5,202+1.4% | $3,805+38.6% |
| Admin fee / account holder | $82 | $127-35.9% | $13,984-99.4% | $158-48.3% |