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 8-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 Service code 15 · EIN 13-5674085 | Recordkeeping | $112,681 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 70 · EIN 26-4310632 | Consulting Fees | $81,579 |
BELLOWS ASSOCIATES, P.A.4 years Service code 10 · EIN 65-0804414 | Accounting | $20,000 |
QCWDR, LLP6+ years Service code 29 · EIN 45-1444874 | Legal | $5,547 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,145 | $52,660-27.6% | $86,612-56.0% | $80,160-52.4% |
| Participation rate | 83.7% | 62.4%+21.3pp | 71.7%+12.0pp | 72.9%+10.8pp |
| Annual return | 9.83% | 24.87%-15.0pp | 591.07%-581.2pp | 40.38%-30.6pp |
| Employer contribution / active EE | $4,750 | $2,140+122.0% | $3,022+57.2% | $2,978+59.5% |
| Participant deferral / active EE | $196 | $3,215-93.9% | $4,438-95.6% | $5,017-96.1% |
| Admin fee / account holder | $56 | $113-50.2% | $5,614-99.0% | $145-61.2% |