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 | $4,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,299 | $78,339-39.6% | $85,682-44.8% | $93,030-49.2% |
| Participation rate | 64.8% | 72.5%-7.7pp | 69.9%-5.1pp | 73.9%-9.1pp |
| Annual return | 14.32% | 21.17%-6.9pp | 21.49%-7.2pp | 158.70%-144.4pp |
| Employer contribution / active EE | $0 | $2,560-100.0% | $2,618-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $3,244 | $3,882-16.4% | $3,923-17.3% | $4,562-28.9% |
| Admin fee / account holder | $5 | $104-95.2% | $6,873-99.9% | $152-96.7% |