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 RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $32,800 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,443 |
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 | $69,388 | $71,516-3.0% | $98,439-29.5% | $71,457-2.9% |
| Participation rate | 96.1% | 72.7%+23.4pp | 75.2%+20.9pp | 67.9%+28.1pp |
| Annual return | 17.84% | 32.41%-14.6pp | 21.16%-3.3pp | 28.85%-11.0pp |
| Employer contribution / active EE | $3,481 | $2,399+45.1% | $3,048+14.2% | $2,588+34.5% |
| Participant deferral / active EE | $7,962 | $4,109+93.8% | $4,738+68.1% | $4,289+85.7% |
| Admin fee / account holder | $261 | $1,675-84.4% | $8,948-97.1% | $1,587-83.6% |