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 | $77,023 |
Service code 70 3001 WEST BIG BEAVER · TROY, MI 480843108 | Consulting Fees | $24,500 |
DKSS1 year Service code 10 · EIN 38-1944367 | Accounting | $23,750 |
BUTZEL LONG2 years Service code 70 · EIN 38-2384883 | Consulting Fees | $5,828 |
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 | $113,008 | $46,292+144.1% | $143,757-21.4% | $64,808+74.4% |
| Participation rate | 81.6% | 64.2%+17.4pp | 80.3%+1.3pp | 71.5%+10.2pp |
| Annual return | -12.64% | -10.05%-2.6pp | -0.04%-12.6pp | 32.82%-45.5pp |
| Employer contribution / active EE | $7,993 | $1,910+318.5% | $4,951+61.4% | $2,506+219.0% |
| Participant deferral / active EE | $5,480 | $2,646+107.1% | $5,637-2.8% | $4,310+27.1% |
| Admin fee / account holder | $109 | $154-29.3% | $14,673-99.3% | $188-42.1% |