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 | $58,411 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,350 | $40,385+9.8% | $80,569-45.0% | $74,419-40.4% |
| Participation rate | 65.0% | 47.4%+17.6pp | 67.0%-2.0pp | 70.7%-5.7pp |
| Annual return | 23.74% | 164.85%-141.1pp | 935.43%-911.7pp | 34.38%-10.6pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,723-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,996 | $2,674+12.0% | $4,447-32.6% | $4,528-33.8% |
| Admin fee / account holder | $254 | $720-64.8% | $5,377-95.3% | $348-27.1% |