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 9-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 | $226,696 |
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 | $66,998 | $112,623-40.5% | $106,213-36.9% | $199,593-66.4% |
| Participation rate | 93.6% | 86.2%+7.4pp | 75.3%+18.4pp | 72.0%+21.7pp |
| Annual return | 15.30% | 15.57%-0.3pp | 116.14%-100.8pp | 34.25%-18.9pp |
| Employer contribution / active EE | $2,424 | $4,575-47.0% | $3,171-23.6% | $3,034-20.1% |
| Participant deferral / active EE | $4,098 | $6,659-38.5% | $5,016-18.3% | $5,087-19.4% |
| Admin fee / account holder | $41 | $107-62.0% | $11,033-99.6% | $269-84.9% |