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 | $50,007 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $32,583 | $40,522-19.6% | $84,611-61.5% | $67,579-51.8% |
| Participation rate | 63.1% | 51.1%+12.0pp | 68.2%-5.1pp | 71.3%-8.2pp |
| Annual return | 30.18% | 32.72%-2.5pp | 258.74%-228.6pp | 378.56%-348.4pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,652-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,100 | $2,132-1.5% | $3,899-46.1% | $3,539-40.7% |
| Admin fee / account holder | $239 | $145+64.3% | $4,912-95.1% | $142+67.8% |