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 & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $45,745 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,932 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $136,471 | $109,413+24.7% | $156,263-12.7% | $84,808+60.9% |
| Participation rate | 86.1% | 72.7%+13.4pp | 78.9%+7.2pp | 68.3%+17.8pp |
| Annual return | 16.27% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,294 | $2,907+13.3% | $4,333-24.0% | $2,631+25.2% |
| Participant deferral / active EE | $16,158 | $4,590+252.1% | $6,158+162.4% | $4,212+283.7% |
| Admin fee / account holder | $532 | $9,357-94.3% | $14,255-96.3% | $7,344-92.8% |