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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $28,409 |
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 | $115,449 | $66,457+73.7% | $81,382+41.9% | $77,643+48.7% |
| Participation rate | 64.4% | 68.7%-4.4pp | 69.5%-5.1pp | 70.6%-6.2pp |
| Annual return | 16.02% | 15.93%+0.1pp | 24.73%-8.7pp | 31.24%-15.2pp |
| Employer contribution / active EE | $2,884 | $2,159+33.6% | $2,463+17.1% | $2,726+5.8% |
| Participant deferral / active EE | $6,554 | $3,679+78.1% | $3,883+68.8% | $4,647+41.0% |
| Admin fee / account holder | $9 | $583-98.5% | $5,768-99.8% | $430-97.9% |