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 Service code 15 · EIN 13-5674085 | Recordkeeping | $34,821 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,342 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $82,920 | $87,870-5.6% | $113,168-26.7% | $74,304+11.6% |
| Participation rate | 68.5% | 70.7%-2.3pp | 76.6%-8.1pp | 60.3%+8.1pp |
| Annual return | 15.19% | 26.44%-11.3pp | 24.27%-9.1pp | 29.43%-14.2pp |
| Employer contribution / active EE | $1,710 | $2,277-24.9% | $2,975-42.5% | $2,241-23.7% |
| Participant deferral / active EE | $3,912 | $4,241-7.8% | $5,107-23.4% | $3,767+3.8% |
| Admin fee / account holder | $275 | $3,368-91.8% | $12,068-97.7% | $2,969-90.7% |