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 3-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 | $3,800 |
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 | $134,318 | $91,407+46.9% | $135,903-1.2% | $71,457+88.0% |
| Participation rate | 99.6% | 75.7%+23.9pp | 81.9%+17.7pp | 67.9%+31.7pp |
| Annual return | 25.41% | 29.90%-4.5pp | 68.23%-42.8pp | 28.85%-3.4pp |
| Employer contribution / active EE | $12,423 | $3,703+235.5% | $4,856+155.8% | $2,588+380.1% |
| Participant deferral / active EE | $13,509 | $7,092+90.5% | $7,758+74.1% | $4,289+215.0% |
| Admin fee / account holder | $17 | $1,266-98.7% | $10,762-99.8% | $1,587-99.0% |