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 | $2,850 |
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 | $120,928 | $89,652+34.9% | $141,162-14.3% | $65,185+85.5% |
| Participation rate | 97.9% | 74.7%+23.2pp | 82.5%+15.4pp | 70.2%+27.7pp |
| Annual return | 21.04% | 32.79%-11.8pp | 71.39%-50.4pp | 29.38%-8.3pp |
| Employer contribution / active EE | $2,083 | $3,065-32.0% | $4,735-56.0% | $2,177-4.3% |
| Participant deferral / active EE | $6,631 | $5,691+16.5% | $6,709-1.2% | $3,514+88.7% |
| Admin fee / account holder | $17 | $569-97.0% | $10,261-99.8% | $847-98.0% |