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 | $13,014 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN, GRAHAM & COMPANY Service code 10 P.O. BOX 20210 · AMARILLO, TX 79114 | Accounting | $9,300 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,844 | $80,753-60.6% | $136,294-76.6% | $62,292-48.9% |
| Participation rate | 93.0% | 73.5%+19.4pp | 81.9%+11.1pp | 69.5%+23.5pp |
| Annual return | 14.33% | 35.83%-21.5pp | 5155.94%-5141.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $400 | $2,884-86.1% | $4,695-91.5% | $2,042-80.4% |
| Participant deferral / active EE | $3,005 | $5,164-41.8% | $6,247-51.9% | $3,169-5.2% |
| Admin fee / account holder | $81 | $525-84.7% | $9,243-99.1% | $479-83.2% |