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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,364 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,637 | $54,121+45.3% | $134,143-41.4% | $73,409+7.1% |
| Participation rate | 53.0% | 64.4%-11.4pp | 72.2%-19.2pp | 72.2%-19.2pp |
| Annual return | 12.99% | -312.52%+325.5pp | 36.33%-23.3pp | 59.29%-46.3pp |
| Employer contribution / active EE | $1,106 | $1,402-21.1% | $3,704-70.2% | $2,234-50.5% |
| Participant deferral / active EE | $4,227 | $2,844+48.6% | $3,499+20.8% | $3,805+11.1% |
| Admin fee / account holder | $32 | $132-76.0% | $6,684-99.5% | $158-79.9% |