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 5-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 | $9,230 |
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 | $57,275 | $92,303-37.9% | $152,466-62.4% | $86,799-34.0% |
| Participation rate | 94.5% | 81.1%+13.4pp | 78.2%+16.3pp | 72.3%+22.2pp |
| Annual return | 94842.27% | 531.69%+94310.6pp | 757.33%+94084.9pp | 97.91%+94744.4pp |
| Employer contribution / active EE | $3,936 | $3,748+5.0% | $4,327-9.0% | $2,405+63.6% |
| Participant deferral / active EE | $4,080 | $5,599-27.1% | $5,820-29.9% | $4,131-1.2% |
| Admin fee / account holder | $18 | $150-87.9% | $15,805-99.9% | $170-89.3% |