See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 52 | Indirect Investment Fees | $35,513 |
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 | $62,345 | $46,297+34.7% | $71,671-13.0% | $62,292+0.1% |
| Participation rate | 55.1% | 60.6%-5.5pp | 68.7%-13.6pp | 69.5%-14.4pp |
| Annual return | 15.90% | 22.32%-6.4pp | 20.65%-4.7pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,696 | $2,235-24.1% | $3,438-50.7% | $3,169-46.5% |
| Admin fee / account holder | $12 | $461-97.4% | $5,558-99.8% | $479-97.5% |