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 | $11,211 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN, GRAHAM & COMPANY Service code 50 P.O. BOX 20210 · AMARILLO, TX 79114 | Direct Payment | $8,500 |
Employer contribution per participant 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 | $28,774 | $75,183-61.7% | $123,892-76.8% | $55,167-47.8% |
| Participation rate | 91.3% | 72.8%+18.5pp | 81.4%+9.9pp | 69.0%+22.4pp |
| Annual return | 10.55% | 19.01%-8.5pp | 47.52%-37.0pp | 169.23%-158.7pp |
| Employer contribution / active EE | $380 | $2,823-86.5% | $4,617-91.8% | $1,963-80.6% |
| Participant deferral / active EE | $2,973 | $5,084-41.5% | $5,984-50.3% | $3,054-2.6% |
| Admin fee / account holder | $73 | $663-89.0% | $8,357-99.1% | $504-85.6% |