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 | $21,418 |
Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $7,103 |
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 | $66,319 | $99,078-33.1% | $96,544-31.3% | $74,419-10.9% |
| Participation rate | 91.2% | 80.7%+10.5pp | 76.0%+15.2pp | 70.7%+20.5pp |
| Annual return | 16.62% | 22.48%-5.9pp | 25.84%-9.2pp | 34.38%-17.8pp |
| Employer contribution / active EE | $1,543 | $2,570-40.0% | $2,965-48.0% | $2,637-41.5% |
| Participant deferral / active EE | $4,556 | $4,933-7.6% | $4,851-6.1% | $4,528+0.6% |
| Admin fee / account holder | $85 | $225-62.0% | $8,252-99.0% | $348-75.5% |