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 | $4,310 |
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 | $41,830 | $70,115-40.3% | $70,515-40.7% | $80,160-47.8% |
| Participation rate | 73.0% | 71.7%+1.3pp | 68.3%+4.6pp | 72.9%0pp |
| Annual return | 16.77% | 134.51%-117.7pp | 32.77%-16.0pp | 40.38%-23.6pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $2,973-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $4,096 | $4,495-8.9% | $4,567-10.3% | $5,017-18.4% |
| Admin fee / account holder | $4 | $112-96.1% | $6,412-99.9% | $145-97.0% |