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 | $6,768 |
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 | $270,028 | $104,317+158.9% | $159,436+69.4% | $86,799+211.1% |
| Participation rate | 76.0% | 77.7%-1.7pp | 82.8%-6.9pp | 72.3%+3.7pp |
| Annual return | 21.12% | 26.32%-5.2pp | 263.57%-242.4pp | 97.91%-76.8pp |
| Employer contribution / active EE | $3,655 | $3,451+5.9% | $4,829-24.3% | $2,405+51.9% |
| Participant deferral / active EE | $12,354 | $6,837+80.7% | $7,352+68.0% | $4,131+199.1% |
| Admin fee / account holder | $14 | $172-91.6% | $10,799-99.9% | $170-91.5% |