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 | $125 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $72,800 | $58,083+25.3% | $80,019-9.0% | $56,287+29.3% |
| Participation rate | 68.7% | 73.6%-4.9pp | 75.8%-7.1pp | 69.9%-1.2pp |
| Annual return | -5.18% | 34.61%-39.8pp | 11.22%-16.4pp | -9.96%+4.8pp |
| Employer contribution / active EE | $296 | $1,932-84.7% | $2,468-88.0% | $2,111-86.0% |
| Participant deferral / active EE | $2,710 | $3,135-13.5% | $3,686-26.5% | $3,350-19.1% |
| Admin fee / account holder | $1 | $623-99.8% | $6,521-100.0% | $521-99.8% |