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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $106,400 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $70,000 |
Service code 10 · EIN 47-2399509 | Accounting | $9,955 |
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 | $135,475 | $95,274+42.2% | $135,903-0.3% | $74,419+82.0% |
| Participation rate | 99.0% | 78.2%+20.8pp | 81.9%+17.0pp | 70.7%+28.2pp |
| Annual return | 20.33% | 32.77%-12.4pp | 68.23%-47.9pp | 34.38%-14.1pp |
| Employer contribution / active EE | $4,612 | $3,874+19.1% | $4,856-5.0% | $2,637+74.9% |
| Participant deferral / active EE | $16,157 | $7,782+107.6% | $7,758+108.3% | $4,528+256.8% |
| Admin fee / account holder | $136 | $266-48.8% | $10,762-98.7% | $348-60.8% |