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 | $891,095 |
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 | $62,837 | $77,577-19.0% | $101,794-38.3% | $140,769-55.4% |
| Participation rate | 87.9% | 56.8%+31.1pp | 69.2%+18.8pp | 74.2%+13.8pp |
| Annual return | 16.52% | 14.47%+2.1pp | 30.53%-14.0pp | 16.82%-0.3pp |
| Employer contribution / active EE | $1,211 | $1,318-8.1% | $2,289-47.1% | $3,906-69.0% |
| Participant deferral / active EE | $3,402 | $2,205+54.3% | $4,084-16.7% | $6,717-49.3% |
| Admin fee / account holder | $46 | $84-45.8% | $8,777-99.5% | $229-80.1% |