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 | $84,581 |
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 | $175,511 | $136,266+28.8% | $90,749+93.4% | $77,904+125.3% |
| Participation rate | 97.8% | 86.6%+11.2pp | 75.7%+22.1pp | 73.7%+24.1pp |
| Annual return | -13.50% | -11.32%-2.2pp | -12.16%-1.3pp | 12.21%-25.7pp |
| Employer contribution / active EE | $5,122 | $4,215+21.5% | $2,921+75.3% | $2,848+79.9% |
| Participant deferral / active EE | $11,579 | $6,353+82.3% | $4,564+153.7% | $4,806+140.9% |
| Admin fee / account holder | $22 | $399-94.5% | $8,445-99.7% | $133-83.6% |