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 | $55,036 |
PIERCE FIRM, PLLC4 years Service code 10 · EIN 47-4595624 | Accounting | $15,000 |
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 | $182,846 | $78,485+133.0% | $106,213+72.2% | $74,495+145.4% |
| Participation rate | 83.9% | 72.8%+11.1pp | 75.3%+8.7pp | 67.2%+16.7pp |
| Annual return | 12.19% | 15.95%-3.8pp | 116.14%-103.9pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,524 | $2,523+0.1% | $3,171-20.4% | $2,623-3.8% |
| Participant deferral / active EE | $4,796 | $4,322+11.0% | $5,016-4.4% | $4,346+10.4% |
| Admin fee / account holder | $470 | $2,232-78.9% | $11,033-95.7% | $1,942-75.8% |