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 | $44,800 |
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 | $40,040 | $36,978+8.3% | $155,790-74.3% | $59,188-32.4% |
| Participation rate | 72.8% | 62.7%+10.1pp | 76.1%-3.3pp | 69.4%+3.4pp |
| Annual return | 1.40% | 5.44%-4.0pp | 71.54%-70.1pp | 5.51%-4.1pp |
| Employer contribution / active EE | $1,071 | $1,222-12.3% | $3,836-72.1% | $2,098-49.0% |
| Participant deferral / active EE | $3,756 | $2,795+34.4% | $4,797-21.7% | $3,265+15.0% |
| Admin fee / account holder | $13 | $65-79.8% | $7,478-99.8% | $92-85.7% |