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 |
|---|---|---|
Service code 28 · EIN 71-0294708 | Investment Management | $314,094 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 99 · EIN 13-5674085 | Other Fees | $67,466 |
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 | $138,170 | $46,292+198.5% | $143,757-3.9% | $64,808+113.2% |
| Participation rate | 70.1% | 64.2%+5.9pp | 80.3%-10.2pp | 71.5%-1.4pp |
| Annual return | -16.08% | -10.05%-6.0pp | -0.04%-16.0pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,663 | $1,910+39.4% | $4,951-46.2% | $2,506+6.3% |
| Participant deferral / active EE | $6,443 | $2,646+143.5% | $5,637+14.3% | $4,310+49.5% |
| Admin fee / account holder | $421 | $154+173.6% | $14,673-97.1% | $188+124.0% |