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 Service code 15 · EIN 13-5674085 | Recordkeeping | $65,412 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $25,000 |
Filed as: MAYER HOFFMAN MCCANN, P.C. Service code 10 · EIN 43-1947695 | Accounting | $14,013 |
Filed as: ALLEN, GIBBS, HOULIK, L.C. Service code 10 · EIN 48-1032601 | Accounting | $12,944 |
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 | $64,033 | $105,247-39.2% | $87,100-26.5% | $77,787-17.7% |
| Participation rate | 95.1% | 85.8%+9.3pp | 76.9%+18.2pp | 73.2%+21.9pp |
| Annual return | 24.63% | 24.52%+0.1pp | 28.19%-3.6pp | 32.57%-7.9pp |
| Employer contribution / active EE | $2,306 | $2,895-20.3% | $2,521-8.5% | $2,504-7.9% |
| Participant deferral / active EE | $4,429 | $5,060-12.5% | $4,049+9.4% | $3,967+11.6% |
| Admin fee / account holder | $109 | $104+4.4% | $7,497-98.5% | $100+9.0% |