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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $24,252 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,754 |
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 | $44,686 | $65,435-31.7% | $86,677-48.4% | $66,914-33.2% |
| Participation rate | 98.8% | 75.5%+23.4pp | 76.6%+22.3pp | 69.8%+29.0pp |
| Annual return | -15.49% | -10.89%-4.6pp | 35.91%-51.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $4,402 | $2,153+104.4% | $2,836+55.2% | $2,544+73.0% |
| Participant deferral / active EE | $8,548 | $4,100+108.5% | $4,656+83.6% | $4,237+101.7% |
| Admin fee / account holder | $221 | $642-65.5% | $7,493-97.0% | $593-62.7% |