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 |
|---|---|---|
PEGGY S. EDGE, CPA, LLC1 year Filed as: PEGGY EDGE, CPA, LLC Service code 50 · EIN 26-4527814 | Direct Payment | $7,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,180 |
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 | $39,634 | $100,801-60.7% | $149,696-73.5% | $73,409-46.0% |
| Participation rate | 91.3% | 77.7%+13.6pp | 82.5%+8.8pp | 72.2%+19.1pp |
| Annual return | 15.79% | 265.34%-249.5pp | 276.60%-260.8pp | 59.29%-43.5pp |
| Employer contribution / active EE | $428 | $3,312-87.1% | $4,644-90.8% | $2,234-80.8% |
| Participant deferral / active EE | $3,330 | $6,404-48.0% | $6,842-51.3% | $3,805-12.5% |
| Admin fee / account holder | $63 | $181-64.9% | $9,309-99.3% | $158-59.8% |