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 | $10,954 |
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 | $250,465 | $107,459+133.1% | $135,903+84.3% | $80,160+212.5% |
| Participation rate | 76.9% | 78.0%-1.1pp | 81.9%-5.0pp | 72.9%+4.0pp |
| Annual return | 22.34% | 91.91%-69.6pp | 68.23%-45.9pp | 40.38%-18.0pp |
| Employer contribution / active EE | $3,799 | $3,877-2.0% | $4,856-21.8% | $2,978+27.6% |
| Participant deferral / active EE | $13,562 | $8,195+65.5% | $7,758+74.8% | $5,017+170.3% |
| Admin fee / account holder | $39 | $127-69.0% | $10,762-99.6% | $145-72.8% |