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 | $73,008 |
PIERCE FIRM, PLLC3 years Service code 10 · EIN 47-4595624 | Accounting | $14,500 |
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 | $181,440 | $71,516+153.7% | $98,439+84.3% | $71,457+153.9% |
| Participation rate | 82.7% | 72.7%+10.0pp | 75.2%+7.5pp | 67.9%+14.7pp |
| Annual return | 16.02% | 32.41%-16.4pp | 21.16%-5.1pp | 28.85%-12.8pp |
| Employer contribution / active EE | $2,359 | $2,399-1.6% | $3,048-22.6% | $2,588-8.8% |
| Participant deferral / active EE | $4,182 | $4,109+1.8% | $4,738-11.7% | $4,289-2.5% |
| Admin fee / account holder | $540 | $1,675-67.7% | $8,948-94.0% | $1,587-66.0% |