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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $316,077 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 99 · EIN 13-5674085 | Other Fees | $179,592 |
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 | $65,391 | $130,141-49.8% | $86,677-24.6% | $77,904-16.1% |
| Participation rate | 94.8% | 85.9%+8.8pp | 76.6%+18.2pp | 73.7%+21.1pp |
| Annual return | -15.50% | -12.75%-2.8pp | 35.91%-51.4pp | 12.21%-27.7pp |
| Employer contribution / active EE | $1,752 | $3,220-45.6% | $2,836-38.2% | $2,848-38.5% |
| Participant deferral / active EE | $4,313 | $5,757-25.1% | $4,656-7.4% | $4,806-10.2% |
| Admin fee / account holder | $146 | $132+10.8% | $7,493-98.1% | $133+10.1% |