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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,940 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,307 | $81,357-44.3% | $75,972-40.4% | $199,593-77.3% |
| Participation rate | 76.2% | 69.9%+6.3pp | 69.1%+7.1pp | 72.0%+4.2pp |
| Annual return | 16.08% | 16.32%-0.2pp | 359.55%-343.5pp | 34.25%-18.2pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $2,685-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $4,173 | $4,710-11.4% | $4,255-1.9% | $5,087-18.0% |
| Admin fee / account holder | $3 | $144-98.1% | $6,467-100.0% | $269-99.0% |