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 6-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 | $10,602 |
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 | $39,835 | $58,778-32.2% | $129,295-69.2% | $77,671-48.7% |
| Participation rate | 96.8% | 59.2%+37.5pp | 69.6%+27.2pp | 70.6%+26.2pp |
| Annual return | 15.89% | 24.73%-8.8pp | 9429.28%-9413.4pp | 31.21%-15.3pp |
| Employer contribution / active EE | $950 | $1,952-51.3% | $4,157-77.2% | $2,726-65.2% |
| Participant deferral / active EE | $3,425 | $3,212+6.6% | $4,169-17.8% | $4,648-26.3% |
| Admin fee / account holder | $9 | $589-98.5% | $7,665-99.9% | $430-97.9% |