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 5-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 | $76,763 |
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 | $53,929 | $56,638-4.8% | $169,368-68.2% | $74,419-27.5% |
| Participation rate | 96.7% | 67.5%+29.1pp | 77.1%+19.5pp | 70.7%+25.9pp |
| Annual return | 21.47% | 24.75%-3.3pp | 405.60%-384.1pp | 34.38%-12.9pp |
| Employer contribution / active EE | $5,070 | $2,027+150.1% | $4,013+26.3% | $2,637+92.2% |
| Participant deferral / active EE | $5,766 | $4,223+36.6% | $6,221-7.3% | $4,528+27.3% |
| Admin fee / account holder | $135 | $307-55.9% | $9,003-98.5% | $348-61.1% |