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 | $5,706 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $24,229 | $48,261-49.8% | $68,793-64.8% | $55,725-56.5% |
| Participation rate | 76.3% | 71.0%+5.3pp | 72.2%+4.1pp | 70.9%+5.5pp |
| Annual return | -4.57% | -2.61%-2.0pp | -4.63%+0.1pp | 244.93%-249.5pp |
| Employer contribution / active EE | $2,190 | $1,742+25.7% | $2,625-16.6% | $2,078+5.4% |
| Participant deferral / active EE | $4,786 | $2,712+76.5% | $3,311+44.6% | $3,356+42.6% |
| Admin fee / account holder | $13 | $126-89.3% | $5,131-99.7% | $115-88.3% |