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 | $40,536 |
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 | $91,441 | $51,045+79.1% | $70,515+29.7% | $71,457+28.0% |
| Participation rate | 98.3% | 59.4%+38.9pp | 68.3%+29.9pp | 67.9%+30.4pp |
| Annual return | 5.57% | 42.63%-37.1pp | 32.77%-27.2pp | 28.85%-23.3pp |
| Employer contribution / active EE | $1,934 | $1,790+8.0% | $2,973-35.0% | $2,588-25.3% |
| Participant deferral / active EE | $4,251 | $3,026+40.5% | $4,567-6.9% | $4,289-0.9% |
| Admin fee / account holder | $213 | $1,994-89.3% | $6,412-96.7% | $1,587-86.6% |