Filed February 1, 2023
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 | $186,563 |
ROSE ROCK CPAS, PLLC3 years Service code 10 · EIN 26-0852716 | Accounting | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,921 | $68,904-65.3% | $111,392-78.5% | $68,904-65.3% |
| Participation rate | 88.0% | 74.1%+13.9pp | 78.9%+9.2pp | 74.1%+13.9pp |
| Annual return | -5.65% | 1.07%-6.7pp | -2.06%-3.6pp | 1.07%-6.7pp |
| Employer contribution / active EE | $1,526 | $2,540-39.9% | $4,328-64.7% | $2,540-39.9% |
| Participant deferral / active EE | $1,911 | $4,015-52.4% | $5,567-65.7% | $4,015-52.4% |
| Admin fee / account holder | $27 | $71-61.9% | $12,266-99.8% | $71-61.9% |