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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $73,130 |
SHANNON & ASSOCIATES, LLP7+ years Service code 10 1851 CENTRAL PLACE S · KENT, WA 98030 | Accounting | $11,080 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,434 | $42,353+130.1% | $79,550+22.5% | $64,808+50.3% |
| Participation rate | 71.8% | 64.8%+7.1pp | 69.5%+2.4pp | 71.5%+0.4pp |
| Annual return | -23.16% | -12.24%-10.9pp | 0.16%-23.3pp | 32.82%-56.0pp |
| Employer contribution / active EE | $684 | $1,181-42.0% | $2,413-71.6% | $2,506-72.7% |
| Participant deferral / active EE | $5,326 | $3,170+68.0% | $3,985+33.7% | $4,310+23.6% |
| Admin fee / account holder | $277 | $160+73.6% | $6,832-95.9% | $188+47.5% |