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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,110 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,356 | $73,360-20.5% | $177,989-67.2% | $74,495-21.7% |
| Participation rate | 89.1% | 66.6%+22.5pp | 77.1%+12.0pp | 67.2%+21.9pp |
| Annual return | 8.85% | 17.49%-8.6pp | 294.48%-285.6pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $649 | $2,216-70.7% | $3,949-83.6% | $2,623-75.2% |
| Participant deferral / active EE | $4,001 | $4,513-11.4% | $6,276-36.3% | $4,346-7.9% |
| Admin fee / account holder | $9 | $1,808-99.5% | $10,363-99.9% | $1,942-99.6% |