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 | $14,209 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,633 | $72,607+124.0% | $90,749+79.2% | $66,914+143.0% |
| Participation rate | 96.3% | 73.7%+22.6pp | 75.7%+20.6pp | 69.8%+26.5pp |
| Annual return | -14.58% | -12.28%-2.3pp | -12.16%-2.4pp | 1.58%-16.2pp |
| Employer contribution / active EE | $10,169 | $2,369+329.3% | $2,921+248.2% | $2,544+299.7% |
| Participant deferral / active EE | $12,967 | $3,977+226.0% | $4,564+184.1% | $4,237+206.1% |
| Admin fee / account holder | $481 | $707-31.9% | $8,445-94.3% | $593-18.8% |