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 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $16,891 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,010 | $59,417-68.0% | $93,606-79.7% | $74,495-74.5% |
| Participation rate | 80.0% | 59.7%+20.3pp | 68.7%+11.3pp | 67.2%+12.8pp |
| Annual return | 14.44% | 81.83%-67.4pp | 133.20%-118.8pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $409 | $1,264-67.7% | $2,420-83.1% | $2,623-84.4% |
| Participant deferral / active EE | $1,416 | $3,050-53.6% | $4,411-67.9% | $4,346-67.4% |
| Admin fee / account holder | $80 | $3,021-97.4% | $8,285-99.0% | $1,942-95.9% |