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 | $3,986 |
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 | $53,326 | $60,165-11.4% | $74,183-28.1% | $55,167-3.3% |
| Participation rate | 92.8% | 74.2%+18.7pp | 76.6%+16.2pp | 69.0%+23.8pp |
| Annual return | 7.15% | 10.00%-2.8pp | 17.74%-10.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $873 | $1,600-45.4% | $2,370-63.2% | $1,963-55.5% |
| Participant deferral / active EE | $2,542 | $2,973-14.5% | $3,550-28.4% | $3,054-16.8% |
| Admin fee / account holder | $16 | $419-96.2% | $5,586-99.7% | $504-96.9% |