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 5-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 | $516,950 |
THOMPSON HINE5+ years Filed as: THOMPSON HINE LLP Service code 50 · EIN 34-0575300 | Direct Payment | $55,147 |
HOGANTAYLOR LLP4 years Service code 10 · EIN 73-1413977 | Accounting | $31,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,366 | $99,061+27.6% | $100,383+25.9% | $99,061+27.6% |
| Participation rate | 78.0% | 71.6%+6.4pp | 81.5%-3.5pp | 71.6%+6.4pp |
| Annual return | 13.51% | 17.66%-4.2pp | 49.26%-35.8pp | 17.66%-4.2pp |
| Employer contribution / active EE | $2,742 | $3,261-15.9% | $3,944-30.5% | $3,261-15.9% |
| Participant deferral / active EE | $5,738 | $5,331+7.6% | $8,086-29.0% | $5,331+7.6% |
| Admin fee / account holder | $59 | $109-45.8% | $7,900-99.3% | $109-45.8% |