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 | $84,598 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $292,647 | $105,181+178.2% | $159,436+83.6% | $85,850+240.9% |
| Participation rate | 96.5% | 75.8%+20.7pp | 82.8%+13.7pp | 69.3%+27.2pp |
| Annual return | 13.84% | 45.07%-31.2pp | 263.57%-249.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $6,327 | $3,318+90.7% | $4,829+31.0% | $2,565+146.7% |
| Participant deferral / active EE | $17,501 | $5,945+194.4% | $7,352+138.0% | $3,952+342.9% |
| Admin fee / account holder | $729 | $6,933-89.5% | $10,799-93.2% | $6,260-88.3% |