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 | $9,096 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,122 | $72,254-29.2% | $86,677-41.0% | $64,808-21.1% |
| Participation rate | 94.8% | 80.4%+14.4pp | 76.6%+18.2pp | 71.5%+23.4pp |
| Annual return | -18.08% | 392.42%-410.5pp | 35.91%-54.0pp | 32.82%-50.9pp |
| Employer contribution / active EE | $2,251 | $2,393-5.9% | $2,836-20.6% | $2,506-10.2% |
| Participant deferral / active EE | $2,789 | $4,658-40.1% | $4,656-40.1% | $4,310-35.3% |
| Admin fee / account holder | $13 | $174-92.3% | $7,493-99.8% | $188-92.8% |