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 | $22,487 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $166,024 | $89,282+86.0% | $94,646+75.4% | $74,419+123.1% |
| Participation rate | 52.3% | 82.4%-30.1pp | 80.8%-28.5pp | 70.7%-18.4pp |
| Annual return | 20.26% | 25.96%-5.7pp | 156.71%-136.4pp | 34.38%-14.1pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,672-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,718 | $8,425-44.0% | $7,418-36.4% | $4,528+4.2% |
| Admin fee / account holder | $53 | $219-75.9% | $7,231-99.3% | $348-84.9% |