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 | $127,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $115,151 | $82,202+40.1% | $125,339-8.1% | $64,808+77.7% |
| Participation rate | 64.9% | 77.9%-13.0pp | 82.4%-17.5pp | 71.5%-6.6pp |
| Annual return | -17.45% | 3.48%-20.9pp | 572.05%-589.5pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,644 | $3,615-54.5% | $4,814-65.8% | $2,506-34.4% |
| Participant deferral / active EE | $7,156 | $7,175-0.3% | $7,446-3.9% | $4,310+66.0% |
| Admin fee / account holder | $254 | $163+55.4% | $10,010-97.5% | $188+35.0% |