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 | $18,237 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,252 | $122,186+123.6% | $146,958+85.9% | $199,593+36.9% |
| Participation rate | 80.5% | 78.3%+2.2pp | 82.2%-1.6pp | 72.0%+8.5pp |
| Annual return | 20.42% | 30.56%-10.1pp | 418.34%-397.9pp | 34.25%-13.8pp |
| Employer contribution / active EE | $4,258 | $4,093+4.0% | $4,933-13.7% | $3,034+40.3% |
| Participant deferral / active EE | $13,626 | $8,502+60.3% | $8,070+68.9% | $5,087+167.9% |
| Admin fee / account holder | $87 | $179-51.2% | $12,998-99.3% | $269-67.6% |