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 | $276,994 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 70 · EIN 13-2638166 | Consulting Fees | $89,355 |
FREED MAXICK CPAS PC2 years Filed as: FREEDMAXICK CPAS Service code 10 · EIN 45-4051133 | Accounting | $57,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,740 | $123,077-33.6% | $116,228-29.7% | $102,872-20.5% |
| Participation rate | 80.9% | 87.0%-6.1pp | 74.6%+6.3pp | 73.0%+7.9pp |
| Annual return | 12.65% | 15.84%-3.2pp | 90.06%-77.4pp | 19.06%-6.4pp |
| Employer contribution / active EE | $1,076 | $4,380-75.4% | $2,994-64.1% | $3,526-69.5% |
| Participant deferral / active EE | $3,443 | $6,746-49.0% | $4,953-30.5% | $5,535-37.8% |
| Admin fee / account holder | $236 | $115+104.7% | $11,989-98.0% | $292-19.2% |