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 99 · EIN 13-5674085 | Other Fees | $57,403 |
Service code 99 · EIN 04-2530412 | Other Fees | $24,574 |
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 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 | $58,019 | $35,485+63.5% | $74,550-22.2% | $55,725+4.1% |
| Participation rate | 53.2% | 62.5%-9.3pp | 69.1%-15.9pp | 70.9%-17.6pp |
| Annual return | -5.80% | 0.72%-6.5pp | 32.53%-38.3pp | 244.93%-250.7pp |
| Employer contribution / active EE | $774 | $777-0.4% | $1,961-60.5% | $2,078-62.8% |
| Participant deferral / active EE | $1,851 | $2,181-15.1% | $3,108-40.4% | $3,356-44.8% |
| Admin fee / account holder | $294 | $114+156.7% | $5,060-94.2% | $115+154.8% |