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 | $28,977 |
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 | $69,134 | $104,697-34.0% | $96,544-28.4% | $80,160-13.8% |
| Participation rate | 91.5% | 86.4%+5.1pp | 76.0%+15.5pp | 72.9%+18.6pp |
| Annual return | 20.64% | 21.78%-1.1pp | 25.84%-5.2pp | 40.38%-19.7pp |
| Employer contribution / active EE | $3,150 | $3,536-10.9% | $2,965+6.2% | $2,978+5.8% |
| Participant deferral / active EE | $4,502 | $6,188-27.2% | $4,851-7.2% | $5,017-10.3% |
| Admin fee / account holder | $159 | $107+49.1% | $8,252-98.1% | $145+9.8% |