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 & Service code 52 | Indirect Investment Fees | $15,123 |
ADP BROKER-DEALER1+ years Filed as: ADP BROKER DEALER Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,757 | $46,360-25.0% | $147,614-76.5% | $52,331-33.6% |
| Participation rate | 23.6% | 64.9%-41.3pp | 84.6%-61.0pp | 68.1%-44.5pp |
| Annual return | 1.21% | 1.62%-0.4pp | 61.98%-60.8pp | 4.54%-3.3pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,271 | $2,258-43.7% | $4,895-74.0% | $3,022-58.0% |
| Admin fee / account holder | $21 | $766-97.2% | $11,611-99.8% | $592-96.4% |