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 | $81,207 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,531 | $84,936+19.5% | $111,297-8.8% | $79,386+27.9% |
| Participation rate | 97.3% | 75.9%+21.4pp | 77.3%+20.0pp | 70.7%+26.6pp |
| Annual return | 12.71% | 17.45%-4.7pp | 54.65%-41.9pp | 116.85%-104.1pp |
| Employer contribution / active EE | $1,733 | $1,979-12.4% | $2,731-36.5% | $2,427-28.6% |
| Participant deferral / active EE | $5,615 | $3,888+44.4% | $4,487+25.1% | $4,046+38.8% |
| Admin fee / account holder | $414 | $537-22.8% | $7,964-94.8% | $626-33.8% |