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 & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $247,131 |
Service code 70 · EIN 36-4291971 | Consulting Fees | $65,000 |
GRANT THORNTON LLP6 years Service code 10 · EIN 36-6055558 | Accounting | $27,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $111,250 | $128,899-13.7% | $113,168-1.7% | $102,872+8.1% |
| Participation rate | 66.3% | 87.0%-20.7pp | 76.6%-10.3pp | 73.0%-6.7pp |
| Annual return | 16.15% | 15.88%+0.3pp | 24.27%-8.1pp | 19.06%-2.9pp |
| Employer contribution / active EE | $1,390 | $3,713-62.5% | $2,975-53.3% | $3,526-60.6% |
| Participant deferral / active EE | $5,068 | $6,787-25.3% | $5,107-0.8% | $5,535-8.4% |
| Admin fee / account holder | $120 | $129-7.0% | $12,068-99.0% | $292-58.8% |