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 3-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 | $58,805 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,687 | $86,655-2.3% | $119,609-29.2% | $66,914+26.6% |
| Participation rate | 75.3% | 75.6%-0.2pp | 79.3%-3.9pp | 69.8%+5.5pp |
| Annual return | -14.71% | -8.00%-6.7pp | -14.97%+0.3pp | 1.58%-16.3pp |
| Employer contribution / active EE | $196 | $2,536-92.3% | $4,232-95.4% | $2,544-92.3% |
| Participant deferral / active EE | $4,517 | $4,358+3.7% | $5,602-19.4% | $4,237+6.6% |
| Admin fee / account holder | $397 | $755-47.4% | $10,323-96.2% | $593-33.0% |