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 Service code 15 · EIN 13-5674085 | Recordkeeping | $17,790 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,810 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,699 | $87,870-32.1% | $113,168-47.2% | $74,304-19.7% |
| Participation rate | 91.5% | 70.7%+20.7pp | 76.6%+14.9pp | 60.3%+31.1pp |
| Annual return | 15.60% | 26.44%-10.8pp | 24.27%-8.7pp | 29.43%-13.8pp |
| Employer contribution / active EE | $611 | $2,277-73.2% | $2,975-79.5% | $2,241-72.8% |
| Participant deferral / active EE | $3,772 | $4,241-11.1% | $5,107-26.1% | $3,767+0.1% |
| Admin fee / account holder | $167 | $3,368-95.0% | $12,068-98.6% | $2,969-94.4% |