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 & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $82,572 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,011 | $88,083-0.1% | $164,813-46.6% | $74,495+18.1% |
| Participation rate | 93.6% | 73.0%+20.6pp | 78.6%+15.0pp | 67.2%+26.4pp |
| Annual return | 11.47% | 17.26%-5.8pp | 69.93%-58.5pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $2,090 | $2,593-19.4% | $4,341-51.9% | $2,623-20.3% |
| Participant deferral / active EE | $7,268 | $4,498+61.6% | $6,031+20.5% | $4,346+67.3% |
| Admin fee / account holder | $334 | $2,234-85.0% | $12,690-97.4% | $1,942-82.8% |