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 Service code 19 · EIN 13-5674085 | Securities Custodian | $130,895 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,847 | $52,953+130.1% | $172,739-29.5% | $65,185+86.9% |
| Participation rate | 78.3% | 66.2%+12.1pp | 82.6%-4.3pp | 70.2%+8.1pp |
| Annual return | 1.79% | 30.12%-28.3pp | 802.84%-801.0pp | 29.38%-27.6pp |
| Employer contribution / active EE | $2,573 | $2,190+17.5% | $5,143-50.0% | $2,177+18.2% |
| Participant deferral / active EE | $3,352 | $2,471+35.7% | $5,198-35.5% | $3,514-4.6% |
| Admin fee / account holder | $1,146 | $472+142.8% | $13,954-91.8% | $847+35.3% |