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 | $55,874 |
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 | $82,406 | $61,473+34.1% | $81,930+0.6% | $73,409+12.3% |
| Participation rate | 95.4% | 72.4%+23.0pp | 72.0%+23.4pp | 72.2%+23.2pp |
| Annual return | 6.32% | 28.26%-21.9pp | 29.49%-23.2pp | 59.29%-53.0pp |
| Employer contribution / active EE | $5,729 | $1,898+201.9% | $4,310+32.9% | $2,234+156.5% |
| Participant deferral / active EE | $4,150 | $3,080+34.7% | $7,107-41.6% | $3,805+9.1% |
| Admin fee / account holder | $153 | $125+21.7% | $5,158-97.0% | $158-3.3% |