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 | $80,244 |
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 | $91,849 | $65,435+40.4% | $86,677+6.0% | $66,914+37.3% |
| Participation rate | 95.7% | 75.5%+20.2pp | 76.6%+19.1pp | 69.8%+25.9pp |
| Annual return | -12.38% | -10.89%-1.5pp | 35.91%-48.3pp | 1.58%-14.0pp |
| Employer contribution / active EE | $1,623 | $2,153-24.6% | $2,836-42.8% | $2,544-36.2% |
| Participant deferral / active EE | $5,720 | $4,100+39.5% | $4,656+22.9% | $4,237+35.0% |
| Admin fee / account holder | $434 | $642-32.4% | $7,493-94.2% | $593-26.9% |