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 Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $116,678 |
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 | $235,259 | $122,693+91.7% | $184,203+27.7% | $199,593+17.9% |
| Participation rate | 98.6% | 86.8%+11.8pp | 86.8%+11.8pp | 72.0%+26.7pp |
| Annual return | 15.01% | 143.91%-128.9pp | 28.81%-13.8pp | 34.25%-19.2pp |
| Employer contribution / active EE | $10,858 | $4,584+136.8% | $6,427+68.9% | $3,034+257.8% |
| Participant deferral / active EE | $12,252 | $7,990+53.3% | $9,131+34.2% | $5,087+140.9% |
| Admin fee / account holder | $65 | $121-45.7% | $13,901-99.5% | $269-75.7% |