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 | $17,031 |
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 | $77,493 | $122,259-36.6% | $147,005-47.3% | $199,768-61.2% |
| Participation rate | 92.2% | 78.3%+13.9pp | 82.2%+10.0pp | 72.0%+20.2pp |
| Annual return | 19.81% | 30.58%-10.8pp | 418.76%-399.0pp | 34.26%-14.5pp |
| Employer contribution / active EE | $2,810 | $4,097-31.4% | $4,934-43.1% | $3,037-7.5% |
| Participant deferral / active EE | $12,376 | $8,504+45.5% | $8,070+53.4% | $5,090+143.2% |
| Admin fee / account holder | $7 | $179-96.1% | $13,006-99.9% | $269-97.4% |