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 | $12,554 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN, GRAHAM & COMPANY Service code 50 P.O. BOX 872 · GEORGETOWN, TX 786270872 | Direct Payment | $8,500 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,562 | $70,002-63.5% | $115,037-77.8% | $52,331-51.2% |
| Participation rate | 90.5% | 72.1%+18.4pp | 81.4%+9.1pp | 68.1%+22.4pp |
| Annual return | -2.25% | 4.04%-6.3pp | 26.14%-28.4pp | 4.54%-6.8pp |
| Employer contribution / active EE | $384 | $2,715-85.8% | $4,608-91.7% | $1,882-79.6% |
| Participant deferral / active EE | $2,817 | $4,920-42.7% | $6,026-53.3% | $3,022-6.8% |
| Admin fee / account holder | $103 | $566-81.7% | $8,175-98.7% | $592-82.5% |