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 | $23,726 |
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 | $75,148 | $105,247-28.6% | $87,100-13.7% | $77,787-3.4% |
| Participation rate | 92.8% | 85.8%+7.0pp | 76.9%+16.0pp | 73.2%+19.6pp |
| Annual return | 21.02% | 24.52%-3.5pp | 28.19%-7.2pp | 32.57%-11.6pp |
| Employer contribution / active EE | $2,026 | $2,895-30.0% | $2,521-19.7% | $2,504-19.1% |
| Participant deferral / active EE | $3,878 | $5,060-23.4% | $4,049-4.2% | $3,967-2.2% |
| Admin fee / account holder | $83 | $104-20.7% | $7,497-98.9% | $100-17.2% |