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 | $3,509 |
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 | $40,308 | $50,498-20.2% | $75,781-46.8% | $55,191-27.0% |
| Participation rate | 91.5% | 69.4%+22.1pp | 75.8%+15.7pp | 69.2%+22.3pp |
| Annual return | -0.56% | 1.80%-2.4pp | 9.68%-10.2pp | 10.78%-11.3pp |
| Employer contribution / active EE | $836 | $2,291-63.5% | $3,323-74.8% | $1,899-55.9% |
| Participant deferral / active EE | $2,793 | $2,589+7.9% | $3,651-23.5% | $3,046-8.3% |
| Admin fee / account holder | $8 | $123-93.5% | $5,299-99.8% | $91-91.2% |