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 | $79,523 |
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 | $209,112 | $114,195+83.1% | $106,548+96.3% | $93,030+124.8% |
| Participation rate | 98.4% | 86.4%+12.0pp | 76.1%+22.3pp | 73.9%+24.5pp |
| Annual return | 13.53% | 22.18%-8.6pp | 26.80%-13.3pp | 158.70%-145.2pp |
| Employer contribution / active EE | $5,146 | $4,009+28.4% | $2,819+82.6% | $2,706+90.2% |
| Participant deferral / active EE | $11,549 | $5,908+95.5% | $4,398+162.6% | $4,562+153.1% |
| Admin fee / account holder | $21 | $105-80.0% | $7,407-99.7% | $152-86.2% |