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 | $45,368 |
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 | $87,204 | $89,465-2.5% | $164,866-47.1% | $77,671+12.3% |
| Participation rate | 83.9% | 78.6%+5.2pp | 78.6%+5.2pp | 70.6%+13.3pp |
| Annual return | 14.25% | 28.81%-14.6pp | 69.97%-55.7pp | 31.21%-17.0pp |
| Employer contribution / active EE | $1,633 | $2,568-36.4% | $4,343-62.4% | $2,726-40.1% |
| Participant deferral / active EE | $3,665 | $4,897-25.2% | $6,033-39.2% | $4,648-21.1% |
| Admin fee / account holder | $67 | $340-80.2% | $12,689-99.5% | $430-84.4% |