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 8-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 | $180,067 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,346 | $72,254-66.3% | $86,677-71.9% | $64,808-62.4% |
| Participation rate | 78.3% | 80.4%-2.1pp | 76.6%+1.8pp | 71.5%+6.9pp |
| Annual return | -15.39% | 392.42%-407.8pp | 35.91%-51.3pp | 32.82%-48.2pp |
| Employer contribution / active EE | $927 | $2,393-61.2% | $2,836-67.3% | $2,506-63.0% |
| Participant deferral / active EE | $2,263 | $4,658-51.4% | $4,656-51.4% | $4,310-47.5% |
| Admin fee / account holder | $206 | $174+18.3% | $7,493-97.3% | $188+9.5% |