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 |
|---|---|---|
THOERNER & TOMA1 year Service code 10 · EIN 33-0337772 | Accounting | $11,735 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,115 |
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 | $90,410 | $80,360+12.5% | $90,160+0.3% | $77,958+16.0% |
| Participation rate | 93.3% | 81.9%+11.4pp | 76.9%+16.5pp | 71.6%+21.7pp |
| Annual return | 131.29% | 24.56%+106.7pp | 34.88%+96.4pp | 20.87%+110.4pp |
| Employer contribution / active EE | $3,923 | $2,326+68.7% | $3,318+18.2% | $2,310+69.8% |
| Participant deferral / active EE | $9,239 | $5,829+58.5% | $5,288+74.7% | $3,537+161.2% |
| Admin fee / account holder | $7 | $64-88.4% | $5,943-99.9% | $97-92.4% |