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 |
|---|---|---|
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 | Accounting | $4,725 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,370 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,917 | $102,317+143.3% | $146,958+69.4% | $80,856+207.9% |
| Participation rate | 91.7% | 75.8%+15.8pp | 82.2%+9.5pp | 67.6%+24.0pp |
| Annual return | 12.26% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $5,672 | $3,713+52.8% | $4,933+15.0% | $2,755+105.9% |
| Participant deferral / active EE | $12,727 | $6,644+91.6% | $8,070+57.7% | $4,296+196.3% |
| Admin fee / account holder | $56 | $7,941-99.3% | $12,998-99.6% | $6,918-99.2% |