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 | $99,452 |
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 70 · EIN 34-1753575 | Consulting Fees | $36,903 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,863 | $91,372+23.5% | $129,995-13.2% | $74,419+51.7% |
| Participation rate | 95.9% | 77.8%+18.1pp | 78.5%+17.4pp | 70.7%+25.2pp |
| Annual return | 18.71% | 23.21%-4.5pp | -137.18%+155.9pp | 34.38%-15.7pp |
| Employer contribution / active EE | $4,230 | $2,563+65.0% | $4,320-2.1% | $2,637+60.4% |
| Participant deferral / active EE | $7,577 | $4,721+60.5% | $5,820+30.2% | $4,528+67.3% |
| Admin fee / account holder | $184 | $283-35.2% | $10,614-98.3% | $348-47.2% |