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 & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $154,235 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $16,712 |
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 | $138,588 | $122,186+13.4% | $146,958-5.7% | $199,593-30.6% |
| Participation rate | 97.7% | 78.3%+19.5pp | 82.2%+15.6pp | 72.0%+25.8pp |
| Annual return | 14.65% | 30.56%-15.9pp | 418.34%-403.7pp | 34.25%-19.6pp |
| Employer contribution / active EE | $3,401 | $4,093-16.9% | $4,933-31.1% | $3,034+12.1% |
| Participant deferral / active EE | $11,391 | $8,502+34.0% | $8,070+41.2% | $5,087+123.9% |
| Admin fee / account holder | $137 | $179-23.5% | $12,998-98.9% | $269-49.1% |