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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $25,103 |
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 | $79,516 | $71,957+10.5% | $67,652+17.5% | $59,188+34.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 75.7%+24.3pp | 69.4%+30.6pp |
| Annual return | 0.59% | 8.53%-7.9pp | 6625.04%-6624.4pp | 5.51%-4.9pp |
| Employer contribution / active EE | $1,862 | $2,432-23.4% | $2,266-17.8% | $2,098-11.2% |
| Participant deferral / active EE | $4,537 | $4,211+7.7% | $3,560+27.5% | $3,265+39.0% |
| Admin fee / account holder | $13 | $64-79.5% | $4,821-99.7% | $92-85.7% |