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 | $15,517 |
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 | $55,489 | $99,078-44.0% | $96,544-42.5% | $74,419-25.4% |
| Participation rate | 96.6% | 80.7%+15.9pp | 76.0%+20.6pp | 70.7%+25.9pp |
| Annual return | 17.15% | 22.48%-5.3pp | 25.84%-8.7pp | 34.38%-17.2pp |
| Employer contribution / active EE | $2,359 | $2,570-8.2% | $2,965-20.4% | $2,637-10.5% |
| Participant deferral / active EE | $2,631 | $4,933-46.7% | $4,851-45.8% | $4,528-41.9% |
| Admin fee / account holder | $22 | $225-90.2% | $8,252-99.7% | $348-93.6% |