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 CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $47,113 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,194 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $166,371 | $69,305+140.1% | $82,313+102.1% | $69,631+138.9% |
| Participation rate | 83.3% | 80.3%+3.0pp | 76.9%+6.4pp | 70.7%+12.6pp |
| Annual return | 12.45% | 21.47%-9.0pp | 25.88%-13.4pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $1,195 | $1,887-36.7% | $2,428-50.8% | $2,032-41.2% |
| Participant deferral / active EE | $3,493 | $3,568-2.1% | $3,706-5.7% | $3,224+8.4% |
| Admin fee / account holder | $122 | $97+25.3% | $5,608-97.8% | $110+10.2% |