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, LLP3 years Service code 10 · EIN 38-1339335 | Accounting | $18,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,214 |
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 | $61,956 | $62,928-1.5% | $172,739-64.1% | $67,579-8.3% |
| Participation rate | 97.8% | 64.5%+33.3pp | 82.6%+15.2pp | 71.3%+26.5pp |
| Annual return | 20.04% | 30.36%-10.3pp | 802.84%-782.8pp | 378.56%-358.5pp |
| Employer contribution / active EE | $4,544 | $1,636+177.7% | $5,143-11.6% | $2,148+111.6% |
| Participant deferral / active EE | $5,566 | $2,145+159.5% | $5,198+7.1% | $3,539+57.3% |
| Admin fee / account holder | $67 | $167-59.6% | $13,954-99.5% | $142-52.7% |