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 | $61,865 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,881 | $89,436-31.9% | $164,813-63.1% | $77,643-21.6% |
| Participation rate | 88.1% | 78.6%+9.5pp | 78.6%+9.5pp | 70.6%+17.5pp |
| Annual return | 12.14% | 28.83%-16.7pp | 69.93%-57.8pp | 31.24%-19.1pp |
| Employer contribution / active EE | $2,763 | $2,569+7.6% | $4,341-36.3% | $2,726+1.4% |
| Participant deferral / active EE | $5,893 | $4,897+20.3% | $6,031-2.3% | $4,647+26.8% |
| Admin fee / account holder | $168 | $339-50.5% | $12,690-98.7% | $430-60.9% |