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 | $5,303 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,271 | $47,922+98.8% | $75,886+25.5% | $65,185+46.2% |
| Participation rate | 90.5% | 63.0%+27.5pp | 69.3%+21.2pp | 70.2%+20.3pp |
| Annual return | 10.56% | 24.12%-13.6pp | 30.76%-20.2pp | 29.38%-18.8pp |
| Employer contribution / active EE | $1,296 | $1,557-16.8% | $2,500-48.2% | $2,177-40.5% |
| Participant deferral / active EE | $3,705 | $2,550+45.3% | $3,603+2.8% | $3,514+5.5% |
| Admin fee / account holder | $23 | $532-95.7% | $5,418-99.6% | $847-97.3% |