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 Service code 16 · EIN 13-5674085 | Consulting | $3,526 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,168 |
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 | $60,342 | $85,766-29.6% | $136,294-55.7% | $70,131-14.0% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 21.17% | 31.45%-10.3pp | 5155.94%-5134.8pp | 73.14%-52.0pp |
| Employer contribution / active EE | $3,369 | $2,966+13.6% | $4,695-28.3% | $2,342+43.8% |
| Participant deferral / active EE | $11,101 | $5,051+119.8% | $6,247+77.7% | $3,332+233.2% |
| Admin fee / account holder | $46 | $5,420-99.2% | $9,243-99.5% | $4,645-99.0% |