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 |
|---|---|---|
SUNLIN CONSULTING INVESTMENT ADVISO1 year Filed as: SUNLIN CONSULTING Service code 50 · EIN 42-1557118 | Direct Payment | $25,075 |
KIECKHAFER SCHIFFER LLP1 year Filed as: KIECKHAFER, SCHIFFER LLP Service code 10 · EIN 81-5052000 | Accounting | $21,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,438 |
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 | $160,502 | $71,666+124.0% | $117,854+36.2% | $69,631+130.5% |
| Participation rate | 81.4% | 77.5%+3.9pp | 79.7%+1.7pp | 70.7%+10.7pp |
| Annual return | 13.76% | 18.86%-5.1pp | 335.08%-321.3pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $901 | $1,889-52.3% | $3,786-76.2% | $2,032-55.6% |
| Participant deferral / active EE | $5,538 | $3,340+65.8% | $4,482+23.6% | $3,224+71.8% |
| Admin fee / account holder | $102 | $120-15.1% | $8,020-98.7% | $110-7.5% |