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 | $129,162 |
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 | $221,822 | $112,623+97.0% | $106,213+108.8% | $199,593+11.1% |
| Participation rate | 98.4% | 86.2%+12.2pp | 75.3%+23.1pp | 72.0%+26.4pp |
| Annual return | 15.77% | 15.57%+0.2pp | 116.14%-100.4pp | 34.25%-18.5pp |
| Employer contribution / active EE | $5,538 | $4,575+21.0% | $3,171+74.6% | $3,034+82.5% |
| Participant deferral / active EE | $12,609 | $6,659+89.3% | $5,016+151.4% | $5,087+147.9% |
| Admin fee / account holder | $31 | $107-70.6% | $11,033-99.7% | $269-88.3% |