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 & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $850,368 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $178,146 | $117,739+51.3% | $156,263+14.0% | $117,739+51.3% |
| Participation rate | 81.4% | 76.6%+4.7pp | 78.9%+2.5pp | 76.6%+4.7pp |
| Annual return | 17.09% | 17.29%-0.2pp | 59.47%-42.4pp | 17.29%-0.2pp |
| Employer contribution / active EE | $7,004 | $3,746+87.0% | $4,333+61.6% | $3,746+87.0% |
| Participant deferral / active EE | $10,806 | $6,128+76.3% | $6,158+75.5% | $6,128+76.3% |
| Admin fee / account holder | $413 | $112+269.0% | $14,255-97.1% | $112+269.0% |