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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $44,642 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,466 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $109,551 | $98,727+11.0% | $113,168-3.2% | $85,563+28.0% |
| Participation rate | 89.5% | 80.8%+8.7pp | 76.6%+12.9pp | 66.0%+23.5pp |
| Annual return | 13.83% | 17.43%-3.6pp | 24.27%-10.4pp | 31.51%-17.7pp |
| Employer contribution / active EE | $2,323 | $2,907-20.1% | $2,975-21.9% | $2,654-12.5% |
| Participant deferral / active EE | $4,899 | $5,424-9.7% | $5,107-4.1% | $4,375+12.0% |
| Admin fee / account holder | $119 | $357-66.7% | $12,068-99.0% | $834-85.8% |