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 99 · EIN 04-3696884 | Other Fees | $20,695 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,257 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $0 |
Annual investment return 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 | $70,906 | $80,177-11.6% | $123,892-42.8% | $57,658+23.0% |
| Participation rate | 88.3% | 74.4%+13.8pp | 81.4%+6.9pp | 70.2%+18.0pp |
| Annual return | -5.34% | 17.90%-23.2pp | 47.52%-52.9pp | 5.13%-10.5pp |
| Employer contribution / active EE | $2,899 | $2,913-0.5% | $4,617-37.2% | $1,974+46.9% |
| Participant deferral / active EE | $10,821 | $5,130+110.9% | $5,984+80.8% | $3,061+253.6% |
| Admin fee / account holder | $63 | $106-41.0% | $8,357-99.2% | $95-33.6% |