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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $53,218 |
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 | $122,397 | $87,870+39.3% | $113,168+8.2% | $74,304+64.7% |
| Participation rate | 95.8% | 70.7%+25.0pp | 76.6%+19.2pp | 60.3%+35.4pp |
| Annual return | 13.83% | 26.44%-12.6pp | 24.27%-10.4pp | 29.43%-15.6pp |
| Employer contribution / active EE | $2,092 | $2,277-8.1% | $2,975-29.7% | $2,241-6.7% |
| Participant deferral / active EE | $6,702 | $4,241+58.0% | $5,107+31.2% | $3,767+77.9% |
| Admin fee / account holder | $293 | $3,368-91.3% | $12,068-97.6% | $2,969-90.1% |