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 5-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 | $1,128,202 |
Filed as: BANK OF NEW YORK MELLON Service code 27 · EIN 13-5160382 | Advisory (Plan) | $239,869 |
AON CONSULTING4 years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $96,792 |
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 | $141,878 | $128,056+10.8% | $146,958-3.5% | $106,382+33.4% |
| Participation rate | 98.0% | 67.2%+30.8pp | 82.2%+15.9pp | 69.9%+28.2pp |
| Annual return | 14.34% | 17.89%-3.6pp | 418.34%-404.0pp | 17.37%-3.0pp |
| Employer contribution / active EE | $3,081 | $3,384-9.0% | $4,933-37.5% | $3,364-8.4% |
| Participant deferral / active EE | $9,981 | $7,674+30.1% | $8,070+23.7% | $5,569+79.2% |
| Admin fee / account holder | $40 | $89-54.3% | $12,998-99.7% | $79-48.9% |