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 Service code 27 · EIN 13-5674085 | Advisory (Plan) | $39,375 |
RSM US LLP7 years Service code 27 · EIN 42-0714325 | Advisory (Plan) | $35,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$81,210 |
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 | $138,851 | $106,236+30.7% | $112,228+23.7% | $64,808+114.2% |
| Participation rate | 96.2% | 71.7%+24.6pp | 75.1%+21.2pp | 71.5%+24.8pp |
| Annual return | -16.39% | -6.02%-10.4pp | 27.45%-43.8pp | 32.82%-49.2pp |
| Employer contribution / active EE | $2,843 | $3,166-10.2% | $3,635-21.8% | $2,506+13.4% |
| Participant deferral / active EE | $10,864 | $3,785+187.0% | $4,728+129.8% | $4,310+152.0% |
| Admin fee / account holder | -$5 | $452-101.1% | $6,410-100.1% | $188-102.5% |