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 | $117,320 |
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 | $103,652 | $106,110-2.3% | $147,005-29.5% | $77,671+33.4% |
| Participation rate | 93.9% | 78.4%+15.5pp | 82.2%+11.7pp | 70.6%+23.3pp |
| Annual return | 15.82% | 56.77%-41.0pp | 418.76%-402.9pp | 31.21%-15.4pp |
| Employer contribution / active EE | $2,954 | $4,065-27.3% | $4,934-40.1% | $2,726+8.3% |
| Participant deferral / active EE | $8,183 | $7,992+2.4% | $8,070+1.4% | $4,648+76.1% |
| Admin fee / account holder | $325 | $338-3.8% | $13,006-97.5% | $430-24.5% |