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 6-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 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $165,274 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 16 · EIN 13-5674085 | Consulting | $87,442 |
EVERS ROBINSON LTD5+ years Service code 10 · EIN 86-0715183 | Accounting | $12,500 |
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 | $61,923 | $62,624-1.1% | $177,989-65.2% | $77,643-20.2% |
| Participation rate | 99.5% | 66.8%+32.7pp | 77.1%+22.4pp | 70.6%+28.9pp |
| Annual return | 16.05% | 16.16%-0.1pp | 294.48%-278.4pp | 31.24%-15.2pp |
| Employer contribution / active EE | $3,090 | $1,909+61.9% | $3,949-21.7% | $2,726+13.4% |
| Participant deferral / active EE | $15,686 | $4,219+271.8% | $6,276+149.9% | $4,647+237.5% |
| Admin fee / account holder | $179 | $386-53.7% | $10,363-98.3% | $430-58.5% |