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 | $77,194 |
BUTZEL LONG1 year Service code 10 · EIN 38-2384883 | Accounting | $5,861 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,155 | $56,485+118.0% | $185,823-33.7% | $86,799+41.9% |
| Participation rate | 80.0% | 65.5%+14.6pp | 81.7%-1.7pp | 72.3%+7.8pp |
| Annual return | 11.53% | 118.04%-106.5pp | 122.05%-110.5pp | 97.91%-86.4pp |
| Employer contribution / active EE | $8,862 | $1,843+380.9% | $5,167+71.5% | $2,405+268.4% |
| Participant deferral / active EE | $5,607 | $2,553+119.6% | $5,568+0.7% | $4,131+35.7% |
| Admin fee / account holder | $18 | $150-87.9% | $16,237-99.9% | $170-89.3% |