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 | $645 |
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 | $85,510 | $63,299+35.1% | $91,001-6.0% | $62,292+37.3% |
| Participation rate | 66.7% | 73.3%-6.6pp | 75.6%-8.9pp | 69.5%-2.8pp |
| Annual return | 14.53% | 20.99%-6.5pp | 4.60%+9.9pp | 28.90%-14.4pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,590 | $2,943-12.0% | $3,547-27.0% | $3,169-18.3% |
| Admin fee / account holder | $7 | $468-98.5% | $5,417-99.9% | $479-98.6% |