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 | $119,744 |
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 70 · EIN 34-1753575 | Consulting Fees | $40,513 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,928 | $89,436+40.8% | $164,813-23.6% | $77,643+62.2% |
| Participation rate | 96.3% | 78.6%+17.7pp | 78.6%+17.7pp | 70.6%+25.8pp |
| Annual return | 13.78% | 28.83%-15.0pp | 69.93%-56.2pp | 31.24%-17.5pp |
| Employer contribution / active EE | $4,374 | $2,569+70.3% | $4,341+0.8% | $2,726+60.5% |
| Participant deferral / active EE | $7,937 | $4,897+62.1% | $6,031+31.6% | $4,647+70.8% |
| Admin fee / account holder | $186 | $339-45.3% | $12,690-98.5% | $430-56.9% |