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 | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $64,593 | $71,666-9.9% | $117,854-45.2% | $69,631-7.2% |
| Participation rate | 59.1% | 77.5%-18.4pp | 79.7%-20.6pp | 70.7%-11.6pp |
| Annual return | 21.17% | 18.86%+2.3pp | 335.08%-313.9pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $1,314 | $1,889-30.4% | $3,786-65.3% | $2,032-35.3% |
| Participant deferral / active EE | $1,718 | $3,340-48.6% | $4,482-61.7% | $3,224-46.7% |
| Admin fee / account holder | $1 | $120-99.5% | $8,020-100.0% | $110-99.5% |