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 | $23,359 |
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 | $57,269 | $130,141-56.0% | $86,677-33.9% | $77,904-26.5% |
| Participation rate | 92.9% | 85.9%+6.9pp | 76.6%+16.3pp | 73.7%+19.2pp |
| Annual return | -15.25% | -12.75%-2.5pp | 35.91%-51.2pp | 12.21%-27.5pp |
| Employer contribution / active EE | $2,286 | $3,220-29.0% | $2,836-19.4% | $2,848-19.7% |
| Participant deferral / active EE | $3,956 | $5,757-31.3% | $4,656-15.0% | $4,806-17.7% |
| Admin fee / account holder | $37 | $132-72.2% | $7,493-99.5% | $133-72.4% |