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 Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $241,625 |
MERCER10+ years Service code 70 · EIN 13-2834414 | Consulting Fees | $73,260 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $28,350 |
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 | $222,268 | $122,186+81.9% | $146,958+51.2% | $199,593+11.4% |
| Participation rate | 92.6% | 78.3%+14.3pp | 82.2%+10.4pp | 72.0%+20.6pp |
| Annual return | 14.90% | 30.56%-15.7pp | 418.34%-403.4pp | 34.25%-19.4pp |
| Employer contribution / active EE | $7,557 | $4,093+84.6% | $4,933+53.2% | $3,034+149.0% |
| Participant deferral / active EE | $13,263 | $8,502+56.0% | $8,070+64.3% | $5,087+160.7% |
| Admin fee / account holder | $114 | $179-36.4% | $12,998-99.1% | $269-57.7% |