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 | $1,261 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,232 | $74,347+36.2% | $93,606+8.1% | $67,579+49.8% |
| Participation rate | 88.6% | 80.6%+8.0pp | 75.8%+12.8pp | 71.3%+17.4pp |
| Annual return | 14.41% | 28.07%-13.7pp | 32.76%-18.3pp | 378.56%-364.1pp |
| Employer contribution / active EE | $3,353 | $2,583+29.8% | $2,718+23.4% | $2,148+56.1% |
| Participant deferral / active EE | $4,943 | $4,060+21.7% | $4,069+21.5% | $3,539+39.7% |
| Admin fee / account holder | $21 | $123-82.7% | $7,888-99.7% | $142-85.1% |