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 | $6,321 |
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 | $82,602 | $55,636+48.5% | $81,983+0.8% | $73,488+12.4% |
| Participation rate | 95.8% | 62.3%+33.5pp | 69.2%+26.6pp | 70.7%+25.2pp |
| Annual return | 5.01% | 19.07%-14.1pp | 41.31%-36.3pp | 28.51%-23.5pp |
| Employer contribution / active EE | $1,596 | $1,625-1.8% | $2,498-36.1% | $2,270-29.7% |
| Participant deferral / active EE | $3,853 | $2,762+39.5% | $3,722+3.5% | $3,740+3.0% |
| Admin fee / account holder | $23 | $493-95.3% | $5,664-99.6% | $513-95.5% |