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 | $333,450 |
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 | $124,906 | $122,186+2.2% | $146,958-15.0% | $199,593-37.4% |
| Participation rate | 96.7% | 78.3%+18.4pp | 82.2%+14.6pp | 72.0%+24.7pp |
| Annual return | 16.21% | 30.56%-14.4pp | 418.34%-402.1pp | 34.25%-18.0pp |
| Employer contribution / active EE | $6,981 | $4,093+70.6% | $4,933+41.5% | $3,034+130.1% |
| Participant deferral / active EE | $16,794 | $8,502+97.5% | $8,070+108.1% | $5,087+230.2% |
| Admin fee / account holder | $512 | $179+186.6% | $12,998-96.1% | $269+90.6% |