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 | $6,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,840 | $108,549-45.8% | $156,263-62.3% | $85,563-31.2% |
| Participation rate | 57.9% | 77.1%-19.2pp | 78.9%-21.0pp | 66.0%-8.1pp |
| Annual return | 14.83% | 21.79%-7.0pp | 59.47%-44.6pp | 31.51%-16.7pp |
| Employer contribution / active EE | $2,374 | $2,690-11.7% | $4,333-45.2% | $2,654-10.5% |
| Participant deferral / active EE | $3,496 | $4,800-27.2% | $6,158-43.2% | $4,375-20.1% |
| Admin fee / account holder | $31 | $650-95.2% | $14,255-99.8% | $834-96.3% |