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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $691,113 |
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 | $85,268 | $178,759-52.3% | $102,423-16.7% | $106,382-19.8% |
| Participation rate | 94.6% | 91.3%+3.4pp | 76.5%+18.2pp | 69.9%+24.8pp |
| Annual return | 15.57% | 17.23%-1.7pp | 29.32%-13.8pp | 17.37%-1.8pp |
| Employer contribution / active EE | $3,200 | $5,750-44.3% | $3,023+5.9% | $3,364-4.9% |
| Participant deferral / active EE | $5,830 | $9,466-38.4% | $5,053+15.4% | $5,569+4.7% |
| Admin fee / account holder | $47 | $62-25.0% | $9,451-99.5% | $79-41.2% |