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 | $275 |
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 | $76,873 | $78,419-2.0% | $133,956-42.6% | $73,409+4.7% |
| Participation rate | 59.8% | 78.6%-18.8pp | 79.8%-20.1pp | 72.2%-12.4pp |
| Annual return | 16.65% | 33.35%-16.7pp | 45.09%-28.4pp | 59.29%-42.6pp |
| Employer contribution / active EE | $1,108 | $2,044-45.8% | $3,919-71.7% | $2,234-50.4% |
| Participant deferral / active EE | $1,865 | $3,925-52.5% | $5,048-63.1% | $3,805-51.0% |
| Admin fee / account holder | $1 | $161-99.6% | $8,927-100.0% | $158-99.6% |