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 Service code 52 | Indirect Investment Fees | $11,134 |
Employer contribution per participant 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 | $28,550 | $58,083-50.8% | $80,019-64.3% | $56,287-49.3% |
| Participation rate | 91.8% | 73.6%+18.2pp | 75.8%+16.0pp | 69.9%+22.0pp |
| Annual return | -3.81% | 34.61%-38.4pp | 11.22%-15.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $360 | $1,932-81.4% | $2,468-85.4% | $2,111-83.0% |
| Participant deferral / active EE | $2,438 | $3,135-22.2% | $3,686-33.9% | $3,350-27.2% |
| Admin fee / account holder | $58 | $623-90.7% | $6,521-99.1% | $521-88.9% |