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 | $287,894 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $199,184 | $84,487+135.8% | $125,339+58.9% | $66,914+197.7% |
| Participation rate | 90.3% | 76.4%+13.9pp | 82.4%+7.9pp | 69.8%+20.5pp |
| Annual return | -13.96% | -8.39%-5.6pp | 572.05%-586.0pp | 1.58%-15.5pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $12,640 | $6,781+86.4% | $7,446+69.7% | $4,237+198.3% |
| Admin fee / account holder | $532 | $685-22.4% | $10,010-94.7% | $593-10.4% |