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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $110,869 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $10,301 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,284 | $91,517-63.6% | $101,248-67.1% | $73,409-54.7% |
| Participation rate | 95.9% | 73.8%+22.1pp | 75.8%+20.1pp | 72.2%+23.7pp |
| Annual return | 61.60% | 17.17%+44.4pp | 46.47%+15.1pp | 59.29%+2.3pp |
| Employer contribution / active EE | $1,336 | $2,877-53.6% | $3,660-63.5% | $2,234-40.2% |
| Participant deferral / active EE | $3,616 | $3,338+8.3% | $4,370-17.3% | $3,805-5.0% |
| Admin fee / account holder | $200 | $216-7.5% | $5,945-96.6% | $158+26.5% |