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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $25,636 |
MERRIL LYNCH4 years Filed as: MERRIL LYNCH 150 N. COLLEGE STREET Service code 26 · EIN 13-5674085 | Advisory (Participants) | $20,412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,978 | $84,487-24.3% | $125,339-49.0% | $66,914-4.4% |
| Participation rate | 69.2% | 76.4%-7.2pp | 82.4%-13.2pp | 69.8%-0.6pp |
| Annual return | -17.35% | -8.39%-9.0pp | 572.05%-589.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,350 | $3,553-62.0% | $4,814-71.9% | $2,544-46.9% |
| Participant deferral / active EE | $6,114 | $6,781-9.8% | $7,446-17.9% | $4,237+44.3% |
| Admin fee / account holder | $382 | $685-44.2% | $10,010-96.2% | $593-35.6% |