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 | $25,806 |
MERRIL LYNCH6 years Filed as: MERRIL LYNCH 150 N. COLLEGE STREET Service code 26 · EIN 13-5674085 | Advisory (Participants) | $23,024 |
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 | $73,422 | $101,317-27.5% | $146,958-50.0% | $74,495-1.4% |
| Participation rate | 77.1% | 75.5%+1.6pp | 82.2%-5.0pp | 67.2%+9.9pp |
| Annual return | 14.47% | 8730.91%-8716.4pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,828 | $3,810-52.0% | $4,933-62.9% | $2,623-30.3% |
| Participant deferral / active EE | $6,602 | $7,303-9.6% | $8,070-18.2% | $4,346+51.9% |
| Admin fee / account holder | $306 | $1,739-82.4% | $12,998-97.6% | $1,942-84.3% |