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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $346,795 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 99 · EIN 13-5674085 | Other Fees | $147,505 |
Employer contribution per participant 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 | $95,836 | $104,697-8.5% | $96,544-0.7% | $80,160+19.6% |
| Participation rate | 94.5% | 86.4%+8.1pp | 76.0%+18.6pp | 72.9%+21.6pp |
| Annual return | 18.01% | 21.78%-3.8pp | 25.84%-7.8pp | 40.38%-22.4pp |
| Employer contribution / active EE | $1,196 | $3,536-66.2% | $2,965-59.7% | $2,978-59.8% |
| Participant deferral / active EE | $5,198 | $6,188-16.0% | $4,851+7.2% | $5,017+3.6% |
| Admin fee / account holder | $197 | $107+84.3% | $8,252-97.6% | $145+35.7% |