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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,643 |
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 | $79,776 | $73,638+8.3% | $95,952-16.9% | $73,488+8.6% |
| Participation rate | 95.3% | 76.2%+19.1pp | 77.1%+18.2pp | 70.7%+24.6pp |
| Annual return | 12.28% | 16.78%-4.5pp | 91.61%-79.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $865 | $1,863-53.6% | $2,541-65.9% | $2,270-61.9% |
| Participant deferral / active EE | $4,582 | $3,617+26.7% | $4,167+10.0% | $3,740+22.5% |
| Admin fee / account holder | $20 | $482-95.9% | $6,795-99.7% | $513-96.1% |