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 - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $21,359 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $21,359 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $82,559 | $79,013+4.5% | $100,391-17.8% | $74,495+10.8% |
| Participation rate | 78.7% | 79.5%-0.8pp | 81.5%-2.8pp | 67.2%+11.5pp |
| Annual return | 16.34% | 20.41%-4.1pp | 49.20%-32.9pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $3,105 | $3,021+2.8% | $3,942-21.2% | $2,623+18.4% |
| Participant deferral / active EE | $7,037 | $7,760-9.3% | $8,082-12.9% | $4,346+61.9% |
| Admin fee / account holder | $541 | $1,320-59.0% | $7,899-93.2% | $1,942-72.1% |