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 | $144,280 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $703,938 | $122,239+475.9% | $184,200+282.2% | $74,546+844.3% |
| Participation rate | 96.3% | 85.5%+10.8pp | 86.8%+9.5pp | 67.2%+29.1pp |
| Annual return | 17.57% | 19.95%-2.4pp | 28.80%-11.2pp | 1366.03%-1348.5pp |
| Employer contribution / active EE | $40,018 | $4,537+782.0% | $6,424+523.0% | $2,624+1424.9% |
| Participant deferral / active EE | $17,619 | $7,139+146.8% | $9,132+92.9% | $4,347+305.3% |
| Admin fee / account holder | $907 | $1,260-28.0% | $13,907-93.5% | $1,944-53.3% |