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 8-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 | $1,895 |
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 | $149,358 | $72,137+107.0% | $142,449+4.9% | $71,457+109.0% |
| Participation rate | 86.6% | 71.7%+14.9pp | 76.8%+9.9pp | 67.9%+18.7pp |
| Annual return | 16.02% | 21.15%-5.1pp | 19.99%-4.0pp | 28.85%-12.8pp |
| Employer contribution / active EE | $4,552 | $3,793+20.0% | $4,847-6.1% | $2,588+75.9% |
| Participant deferral / active EE | $7,305 | $5,280+38.3% | $6,283+16.3% | $4,289+70.3% |
| Admin fee / account holder | $6 | $1,433-99.6% | $10,011-99.9% | $1,587-99.6% |