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 | $5,745 |
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 | $105,944 | $60,776+74.3% | $85,682+23.6% | $79,386+33.5% |
| Participation rate | 98.3% | 62.1%+36.2pp | 69.9%+28.4pp | 70.7%+27.5pp |
| Annual return | 28.56% | 16.57%+12.0pp | 21.49%+7.1pp | 116.85%-88.3pp |
| Employer contribution / active EE | $1,704 | $1,663+2.4% | $2,618-34.9% | $2,427-29.8% |
| Participant deferral / active EE | $4,155 | $2,919+42.4% | $3,923+5.9% | $4,046+2.7% |
| Admin fee / account holder | $21 | $438-95.2% | $6,873-99.7% | $626-96.6% |