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 | $10,659 |
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 | $41,851 | $42,353-1.2% | $79,550-47.4% | $64,808-35.4% |
| Participation rate | 78.7% | 64.8%+14.0pp | 69.5%+9.2pp | 71.5%+7.3pp |
| Annual return | -16.69% | -12.24%-4.5pp | 0.16%-16.9pp | 32.82%-49.5pp |
| Employer contribution / active EE | $831 | $1,181-29.6% | $2,413-65.6% | $2,506-66.8% |
| Participant deferral / active EE | $4,337 | $3,170+36.8% | $3,985+8.8% | $4,310+0.6% |
| Admin fee / account holder | $28 | $160-82.7% | $6,832-99.6% | $188-85.3% |