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 | $71,652 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,865 | $29,516+72.3% | $77,482-34.4% | $90,288-43.7% |
| Participation rate | 17.0% | 33.7%-16.7pp | 54.2%-37.2pp | 73.4%-56.4pp |
| Annual return | 9.64% | 231.18%-221.5pp | 54.79%-45.1pp | 53.97%-44.3pp |
| Employer contribution / active EE | $129 | $381-66.1% | $986-86.9% | $2,524-94.9% |
| Participant deferral / active EE | $395 | $944-58.1% | $1,861-78.8% | $4,232-90.7% |
| Admin fee / account holder | $192 | $106+81.0% | $2,858-93.3% | $114+68.0% |