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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $68,999 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,954 | $65,376+34.5% | $87,100+1.0% | $65,185+34.9% |
| Participation rate | 93.4% | 75.3%+18.1pp | 76.9%+16.6pp | 70.2%+23.2pp |
| Annual return | 19.82% | 31.27%-11.5pp | 28.19%-8.4pp | 29.38%-9.6pp |
| Employer contribution / active EE | $1,763 | $1,822-3.2% | $2,521-30.1% | $2,177-19.0% |
| Participant deferral / active EE | $5,405 | $3,388+59.5% | $4,049+33.5% | $3,514+53.8% |
| Admin fee / account holder | $377 | $520-27.4% | $7,497-95.0% | $847-55.4% |