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 | $84,678 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $50,694 | $48,265+5.0% | $68,791-26.3% | $68,494-26.0% |
| Participation rate | 73.5% | 60.7%+12.8pp | 69.0%+4.5pp | 67.9%+5.6pp |
| Annual return | -79.36% | -12.71%-66.7pp | -6.38%-73.0pp | -7.84%-71.5pp |
| Employer contribution / active EE | $8,470 | $1,829+363.2% | $2,655+219.0% | $2,596+226.2% |
| Participant deferral / active EE | $12,893 | $2,867+349.7% | $3,941+227.1% | $4,027+220.1% |
| Admin fee / account holder | $6,381 | $4,355+46.5% | $4,932+29.4% | $5,403+18.1% |