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 |
|---|---|---|
Service code 50 FILE 1404 · PASADENA, CA 911991404 | Direct Payment | $13,478 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $164,623 | $95,274+72.8% | $135,903+21.1% | $74,419+121.2% |
| Participation rate | 65.3% | 78.2%-12.9pp | 81.9%-16.6pp | 70.7%-5.4pp |
| Annual return | 18.92% | 32.77%-13.9pp | 68.23%-49.3pp | 34.38%-15.5pp |
| Employer contribution / active EE | $5,686 | $3,874+46.8% | $4,856+17.1% | $2,637+115.6% |
| Participant deferral / active EE | $12,272 | $7,782+57.7% | $7,758+58.2% | $4,528+171.0% |
| Admin fee / account holder | $17 | $266-93.6% | $10,762-99.8% | $348-95.1% |