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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $15,145 |
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 | $208,078 | $78,485+165.1% | $106,213+95.9% | $74,495+179.3% |
| Participation rate | 95.4% | 72.8%+22.6pp | 75.3%+20.2pp | 67.2%+28.2pp |
| Annual return | 11.27% | 15.95%-4.7pp | 116.14%-104.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $11,788 | $2,523+367.3% | $3,171+271.7% | $2,623+349.4% |
| Participant deferral / active EE | $14,549 | $4,322+236.6% | $5,016+190.1% | $4,346+234.8% |
| Admin fee / account holder | $363 | $2,232-83.7% | $11,033-96.7% | $1,942-81.3% |