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 Service code 27 172 MAIN ST, · CHESTER, NJ 07930 | Advisory (Plan) | $36,536 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $35,092 |
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 | $39,022 | $65,390-40.3% | $169,368-77.0% | $71,457-45.4% |
| Participation rate | 75.5% | 67.0%+8.5pp | 77.1%-1.7pp | 67.9%+7.5pp |
| Annual return | 20.60% | 21.31%-0.7pp | 405.60%-385.0pp | 28.85%-8.3pp |
| Employer contribution / active EE | $963 | $2,079-53.7% | $4,013-76.0% | $2,588-62.8% |
| Participant deferral / active EE | $5,520 | $4,367+26.4% | $6,221-11.3% | $4,289+28.7% |
| Admin fee / account holder | $265 | $1,324-80.0% | $9,003-97.1% | $1,587-83.3% |