Filed October 31, 2025 (most recent of 3 filings on file)
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 | $92,762 |
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 70 · EIN 34-1753575 | Consulting Fees | $12,830 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,716 | $86,225+48.1% | $146,665-12.9% | $86,799+47.1% |
| Participation rate | 96.3% | 78.0%+18.3pp | 80.1%+16.2pp | 72.3%+24.0pp |
| Annual return | 15.71% | 31.23%-15.5pp | 22.74%-7.0pp | 97.91%-82.2pp |
| Employer contribution / active EE | $3,657 | $2,392+52.9% | $4,136-11.6% | $2,405+52.0% |
| Participant deferral / active EE | $6,590 | $4,245+55.2% | $5,506+19.7% | $4,131+59.5% |
| Admin fee / account holder | $160 | $195-18.1% | $10,280-98.4% | $170-5.6% |