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 | $98,245 |
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 70 · EIN 34-1753575 | Consulting Fees | $49,583 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,234 | $71,142+42.3% | $119,609-15.4% | $64,808+56.2% |
| Participation rate | 96.4% | 78.6%+17.8pp | 79.3%+17.2pp | 71.5%+25.0pp |
| Annual return | -15.99% | -10.01%-6.0pp | -14.97%-1.0pp | 32.82%-48.8pp |
| Employer contribution / active EE | $3,966 | $2,497+58.8% | $4,232-6.3% | $2,506+58.3% |
| Participant deferral / active EE | $7,180 | $4,490+59.9% | $5,602+28.2% | $4,310+66.6% |
| Admin fee / account holder | $212 | $162+30.9% | $10,323-97.9% | $188+13.0% |