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 9-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 | $86,269 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS LLC Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $26,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,770 | $98,727-34.4% | $113,168-42.8% | $85,563-24.3% |
| Participation rate | 97.1% | 80.8%+16.3pp | 76.6%+20.6pp | 66.0%+31.2pp |
| Annual return | 17.23% | 17.43%-0.2pp | 24.27%-7.0pp | 31.51%-14.3pp |
| Employer contribution / active EE | $2,668 | $2,907-8.2% | $2,975-10.3% | $2,654+0.5% |
| Participant deferral / active EE | $7,028 | $5,424+29.6% | $5,107+37.6% | $4,375+60.6% |
| Admin fee / account holder | $88 | $357-75.4% | $12,068-99.3% | $834-89.5% |