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 | $13,501 |
Service code 50 3465 S ARLINGTON RD · AKRON, OH 44312 | Direct Payment | $5,550 |
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 | $89,838 | $42,548+111.1% | $74,550+20.5% | $56,287+59.6% |
| Participation rate | 78.6% | 60.5%+18.2pp | 69.1%+9.5pp | 69.9%+8.8pp |
| Annual return | -6.58% | 12.40%-19.0pp | 32.53%-39.1pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,223 | $855+43.0% | $1,961-37.6% | $2,111-42.1% |
| Participant deferral / active EE | $5,147 | $2,277+126.0% | $3,108+65.6% | $3,350+53.7% |
| Admin fee / account holder | $106 | $467-77.3% | $5,060-97.9% | $521-79.7% |