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 | $22,916 |
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 | $51,339 | $79,519-35.4% | $95,952-46.5% | $73,409-30.1% |
| Participation rate | 96.2% | 81.2%+15.1pp | 77.1%+19.2pp | 72.2%+24.1pp |
| Annual return | 18.12% | 19.20%-1.1pp | 91.61%-73.5pp | 59.29%-41.2pp |
| Employer contribution / active EE | $2,277 | $2,048+11.2% | $2,541-10.4% | $2,234+1.9% |
| Participant deferral / active EE | $2,133 | $4,138-48.5% | $4,167-48.8% | $3,805-43.9% |
| Admin fee / account holder | $31 | $184-83.2% | $6,795-99.5% | $158-80.3% |