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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $217,058 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,017 |
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 | $107,893 | $2,679,533-96.0% | $164,813-34.5% | $199,593-45.9% |
| Participation rate | 90.8% | 78.3%+12.5pp | 78.6%+12.2pp | 72.0%+18.8pp |
| Annual return | 14.53% | 17.93%-3.4pp | 69.93%-55.4pp | 34.25%-19.7pp |
| Employer contribution / active EE | $4,497 | $2,970+51.4% | $4,341+3.6% | $3,034+48.2% |
| Participant deferral / active EE | $7,056 | $5,010+40.8% | $6,031+17.0% | $5,087+38.7% |
| Admin fee / account holder | $97 | $1,982-95.1% | $12,690-99.2% | $269-64.0% |