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 | $50 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,848 | $71,666-23.5% | $117,854-53.5% | $69,631-21.2% |
| Participation rate | 95.0% | 77.5%+17.4pp | 79.7%+15.3pp | 70.7%+24.3pp |
| Annual return | 16.56% | 18.86%-2.3pp | 335.08%-318.5pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $2,955 | $1,889+56.4% | $3,786-22.0% | $2,032+45.4% |
| Participant deferral / active EE | $3,434 | $3,340+2.8% | $4,482-23.4% | $3,224+6.5% |
| Admin fee / account holder | $1,140 | $120+847.1% | $8,020-85.8% | $110+931.9% |