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 & SMIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $70,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,247 |
Service code 10 · EIN 47-2399509 | Accounting | $16,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,816 | $82,202+27.5% | $125,339-16.4% | $64,808+61.7% |
| Participation rate | 98.5% | 77.9%+20.7pp | 82.4%+16.2pp | 71.5%+27.1pp |
| Annual return | -17.87% | 3.48%-21.3pp | 572.05%-589.9pp | 32.82%-50.7pp |
| Employer contribution / active EE | $4,716 | $3,615+30.4% | $4,814-2.0% | $2,506+88.2% |
| Participant deferral / active EE | $15,627 | $7,175+117.8% | $7,446+109.9% | $4,310+262.6% |
| Admin fee / account holder | $82 | $163-49.9% | $10,010-99.2% | $188-56.4% |