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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $145,839 |
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 | $42,383 | $54,193-21.8% | $93,606-54.7% | $77,643-45.4% |
| Participation rate | 87.0% | 63.9%+23.1pp | 68.7%+18.3pp | 70.6%+16.4pp |
| Annual return | 12.14% | 30.54%-18.4pp | 133.20%-121.1pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,104 | $1,168-5.5% | $2,420-54.4% | $2,726-59.5% |
| Participant deferral / active EE | $3,705 | $3,144+17.9% | $4,411-16.0% | $4,647-20.3% |
| Admin fee / account holder | $233 | $576-59.5% | $8,285-97.2% | $430-45.8% |