Filed March 10, 2026
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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 20 · EIN 13-3180817 | Trustee (individual) | $70,492 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,511 | $70,667+284.2% | $123,104+120.6% | $52,331+418.8% |
| Participation rate | 90.3% | 83.7%+6.6pp | 86.8%+3.5pp | 68.1%+22.2pp |
| Annual return | 5.72% | 6.23%-0.5pp | 13.22%-7.5pp | 4.54%+1.2pp |
| Employer contribution / active EE | $4,895 | $2,946+66.2% | $5,151-5.0% | $1,882+160.1% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $417 | $506-17.7% | $9,015-95.4% | $592-29.6% |