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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,028 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,299 | $51,288+29.3% | $81,983-19.1% | $73,409-9.7% |
| Participation rate | 83.1% | 64.0%+19.1pp | 69.2%+13.9pp | 72.2%+11.0pp |
| Annual return | 11.37% | 29.48%-18.1pp | 41.31%-29.9pp | 59.29%-47.9pp |
| Employer contribution / active EE | $1,597 | $1,487+7.4% | $2,498-36.1% | $2,234-28.5% |
| Participant deferral / active EE | $3,744 | $2,715+37.9% | $3,722+0.6% | $3,805-1.6% |
| Admin fee / account holder | $16 | $125-87.5% | $5,664-99.7% | $158-90.1% |