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 | $72,591 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $33,705 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,386 | $102,553+151.0% | $151,611+69.8% | $66,914+284.6% |
| Participation rate | 99.0% | 85.5%+13.5pp | 87.5%+11.6pp | 69.8%+29.2pp |
| Annual return | -14.63% | -10.82%-3.8pp | 3.33%-18.0pp | 1.58%-16.2pp |
| Employer contribution / active EE | $11,408 | $4,180+172.9% | $6,166+85.0% | $2,544+348.4% |
| Participant deferral / active EE | $15,638 | $6,641+135.5% | $8,363+87.0% | $4,237+269.1% |
| Admin fee / account holder | $168 | $630-73.4% | $11,616-98.6% | $593-71.7% |