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 | $200 |
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 | $148,489 | $72,177+105.7% | $115,037+29.1% | $59,632+149.0% |
| Participation rate | 95.9% | 72.6%+23.3pp | 81.4%+14.5pp | 68.7%+27.2pp |
| Annual return | -1.77% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $5,018 | $2,841+76.6% | $4,608+8.9% | $2,203+127.8% |
| Participant deferral / active EE | $11,006 | $4,783+130.1% | $6,026+82.6% | $3,192+244.8% |
| Admin fee / account holder | $2 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |