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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $120,574 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $103,318 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $76,607 | $104,919-27.0% | $116,228-34.1% | $85,563-10.5% |
| Participation rate | 95.6% | 78.6%+17.0pp | 74.6%+21.0pp | 66.0%+29.6pp |
| Annual return | 16.88% | 15.38%+1.5pp | 90.06%-73.2pp | 31.51%-14.6pp |
| Employer contribution / active EE | $3,529 | $3,485+1.2% | $2,994+17.8% | $2,654+33.0% |
| Participant deferral / active EE | $5,415 | $5,306+2.1% | $4,953+9.3% | $4,375+23.8% |
| Admin fee / account holder | $266 | $429-37.8% | $11,989-97.8% | $834-68.1% |