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 | $59,256 |
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 | $94,938 | $82,978+14.4% | $129,995-27.0% | $71,457+32.9% |
| Participation rate | 73.8% | 74.1%-0.2pp | 78.5%-4.6pp | 67.9%+5.9pp |
| Annual return | 16.56% | 20.60%-4.0pp | -137.18%+153.7pp | 28.85%-12.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,717 | $4,432+6.4% | $5,820-19.0% | $4,289+10.0% |
| Admin fee / account holder | $385 | $1,729-77.7% | $10,614-96.4% | $1,587-75.8% |