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 | $10,583 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,339 | $71,666-47.9% | $117,854-68.3% | $69,631-46.4% |
| Participation rate | 74.0% | 77.5%-3.6pp | 79.7%-5.7pp | 70.7%+3.3pp |
| Annual return | 14.37% | 18.86%-4.5pp | 335.08%-320.7pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $1,479 | $1,889-21.7% | $3,786-60.9% | $2,032-27.2% |
| Participant deferral / active EE | $1,557 | $3,340-53.4% | $4,482-65.2% | $3,224-51.7% |
| Admin fee / account holder | $43 | $120-64.1% | $8,020-99.5% | $110-60.9% |