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 Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $8,532 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,276 | $58,879-57.1% | $178,490-85.8% | $73,488-65.6% |
| Participation rate | 79.1% | 66.2%+12.9pp | 81.9%-2.8pp | 70.7%+8.4pp |
| Annual return | 20.23% | 24.86%-4.6pp | 151.07%-130.8pp | 28.51%-8.3pp |
| Employer contribution / active EE | $1,254 | $2,236-43.9% | $5,011-75.0% | $2,270-44.8% |
| Participant deferral / active EE | $3,011 | $2,567+17.3% | $5,202-42.1% | $3,740-19.5% |
| Admin fee / account holder | $52 | $400-87.0% | $13,984-99.6% | $513-89.9% |