Filed September 14, 2021
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 26 · EIN 13-5674085 | Advisory (Participants) | $11,315 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,395 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,188 | $47,977-62.1% | $154,107-88.2% | $56,287-67.7% |
| Participation rate | 97.3% | 66.2%+31.2pp | 83.0%+14.3pp | 69.9%+27.5pp |
| Annual return | -10.50% | 3.54%-14.0pp | 735.12%-745.6pp | -9.96%-0.5pp |
| Employer contribution / active EE | $3,180 | $2,169+46.6% | $5,298-40.0% | $2,111+50.6% |
| Participant deferral / active EE | $2,399 | $2,392+0.3% | $5,081-52.8% | $3,350-28.4% |
| Admin fee / account holder | $185 | $438-57.8% | $13,411-98.6% | $521-64.5% |