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 26 · EIN 13-5674085 | Advisory (Participants) | $7,959 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,941 | $51,620-45.9% | $90,281-69.1% | $65,185-57.1% |
| Participation rate | 88.4% | 68.6%+19.8pp | 73.3%+15.2pp | 70.2%+18.2pp |
| Annual return | 20.70% | 24.94%-4.2pp | 78.10%-57.4pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,685 | $2,235-24.6% | $2,854-41.0% | $2,177-22.6% |
| Participant deferral / active EE | $2,680 | $2,871-6.6% | $3,885-31.0% | $3,514-23.7% |
| Admin fee / account holder | $255 | $384-33.7% | $5,351-95.2% | $847-69.9% |