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 Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $14,526 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,665 | $49,451-60.2% | $79,550-75.3% | $66,914-70.6% |
| Participation rate | 70.9% | 61.3%+9.6pp | 69.5%+1.4pp | 69.8%+1.1pp |
| Annual return | -15.63% | 84.25%-99.9pp | 0.16%-15.8pp | 1.58%-17.2pp |
| Employer contribution / active EE | $457 | $1,266-63.9% | $2,413-81.1% | $2,544-82.0% |
| Participant deferral / active EE | $1,671 | $3,159-47.1% | $3,985-58.1% | $4,237-60.6% |
| Admin fee / account holder | $83 | $595-86.0% | $6,832-98.8% | $593-86.0% |