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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $86,486 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $148,163 | $115,744+28.0% | $100,391+47.6% | $199,593-25.8% |
| Participation rate | 91.7% | 85.7%+6.0pp | 81.5%+10.2pp | 72.0%+19.7pp |
| Annual return | 20.92% | 17.79%+3.1pp | 49.20%-28.3pp | 34.25%-13.3pp |
| Employer contribution / active EE | $6,332 | $3,657+73.1% | $3,942+60.6% | $3,034+108.7% |
| Participant deferral / active EE | $11,903 | $9,844+20.9% | $8,082+47.3% | $5,087+134.0% |
| Admin fee / account holder | $42 | $93-54.3% | $7,899-99.5% | $269-84.2% |