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 | $43,541 |
Service code 70 · EIN 94-2952627 | Consulting Fees | $10,368 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $335,702 | $98,982+239.2% | $162,163+107.0% | $65,185+415.0% |
| Participation rate | 89.1% | 85.8%+3.3pp | 87.6%+1.5pp | 70.2%+18.9pp |
| Annual return | 24.08% | 24.84%-0.8pp | 115.59%-91.5pp | 29.38%-5.3pp |
| Employer contribution / active EE | $8,618 | $3,467+148.6% | $5,614+53.5% | $2,177+296.0% |
| Participant deferral / active EE | $15,438 | $5,384+186.7% | $7,298+111.5% | $3,514+339.3% |
| Admin fee / account holder | $816 | $596+36.8% | $10,843-92.5% | $847-3.7% |