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 |
|---|---|---|
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $12,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $950 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $151,827 | $70,908+114.1% | $98,907+53.5% | $73,488+106.6% |
| Participation rate | 81.9% | 73.8%+8.1pp | 76.0%+5.8pp | 70.7%+11.2pp |
| Annual return | 10.85% | 34.17%-23.3pp | 196.43%-185.6pp | 28.51%-17.7pp |
| Employer contribution / active EE | $1,532 | $2,036-24.8% | $2,689-43.0% | $2,270-32.5% |
| Participant deferral / active EE | $6,445 | $3,500+84.2% | $4,244+51.9% | $3,740+72.4% |
| Admin fee / account holder | $128 | $535-76.2% | $6,642-98.1% | $513-75.1% |