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 | $20,229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $98,171 | $69,823+40.6% | $77,163+27.2% | $74,419+31.9% |
| Participation rate | 63.4% | 70.0%-6.6pp | 69.6%-6.2pp | 70.7%-7.3pp |
| Annual return | 23.73% | 19.98%+3.8pp | 37.87%-14.1pp | 34.38%-10.7pp |
| Employer contribution / active EE | $2,710 | $2,150+26.0% | $2,535+6.9% | $2,637+2.8% |
| Participant deferral / active EE | $6,188 | $3,558+73.9% | $3,833+61.4% | $4,528+36.6% |
| Admin fee / account holder | $1 | $398-99.8% | $5,472-100.0% | $348-99.8% |