Filed May 15, 2025
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 | $163,615 |
JONES & ROTH, PC2 years Filed as: JONES & ROTH Service code 10 PO BOX 10086 · EUGENE, OR 97440 | Accounting | $8,825 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,119 | $85,135-72.8% | $98,907-76.6% | $73,409-68.5% |
| Participation rate | 96.9% | 81.1%+15.7pp | 76.0%+20.8pp | 72.2%+24.7pp |
| Annual return | 13.83% | 19.14%-5.3pp | 196.43%-182.6pp | 59.29%-45.5pp |
| Employer contribution / active EE | $1,453 | $2,721-46.6% | $2,689-46.0% | $2,234-34.9% |
| Participant deferral / active EE | $2,534 | $4,349-41.7% | $4,244-40.3% | $3,805-33.4% |
| Admin fee / account holder | $198 | $139+42.0% | $6,642-97.0% | $158+25.2% |