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 | $7,021 |
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 | $202,732 | $95,388+112.5% | $125,339+61.7% | $77,904+160.2% |
| Participation rate | 77.5% | 78.6%-1.1pp | 82.4%-4.9pp | 73.7%+3.8pp |
| Annual return | -15.70% | 116.19%-131.9pp | 572.05%-587.8pp | 12.21%-27.9pp |
| Employer contribution / active EE | $3,564 | $3,666-2.8% | $4,814-26.0% | $2,848+25.2% |
| Participant deferral / active EE | $11,998 | $7,711+55.6% | $7,446+61.1% | $4,806+149.6% |
| Admin fee / account holder | $65 | $119-45.3% | $10,010-99.4% | $133-51.0% |