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 | $10,031 |
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 | $95,331 | $58,083+64.1% | $80,019+19.1% | $56,287+69.4% |
| Participation rate | 96.6% | 73.6%+23.0pp | 75.8%+20.7pp | 69.9%+26.7pp |
| Annual return | -4.97% | 34.61%-39.6pp | 11.22%-16.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $11,253 | $1,932+482.4% | $2,468+356.0% | $2,111+433.1% |
| Participant deferral / active EE | $12,618 | $3,135+302.5% | $3,686+242.4% | $3,350+276.7% |
| Admin fee / account holder | $39 | $623-93.8% | $6,521-99.4% | $521-92.5% |