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 | $26,983 |
PIERCE FIRM, PLLC2 years Service code 10 · EIN 47-4595624 | Accounting | $14,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $171,600 | $72,607+136.3% | $90,749+89.1% | $66,914+156.4% |
| Participation rate | 82.6% | 73.7%+8.9pp | 75.7%+6.9pp | 69.8%+12.8pp |
| Annual return | -14.45% | -12.28%-2.2pp | -12.16%-2.3pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,391 | $2,369+0.9% | $2,921-18.1% | $2,544-6.0% |
| Participant deferral / active EE | $4,419 | $3,977+11.1% | $4,564-3.2% | $4,237+4.3% |
| Admin fee / account holder | $320 | $707-54.7% | $8,445-96.2% | $593-46.0% |