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 | $67,361 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,791 | $88,083+8.8% | $164,813-41.9% | $74,495+28.6% |
| Participation rate | 78.7% | 73.0%+5.7pp | 78.6%+0.1pp | 67.2%+11.5pp |
| Annual return | 10.86% | 17.26%-6.4pp | 69.93%-59.1pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $4 | $2,593-99.8% | $4,341-99.9% | $2,623-99.8% |
| Participant deferral / active EE | $4,848 | $4,498+7.8% | $6,031-19.6% | $4,346+11.6% |
| Admin fee / account holder | $383 | $2,234-82.9% | $12,690-97.0% | $1,942-80.3% |