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 | $27,999 |
Service code 50 3465 S ARLINGTON RD · AKRON, OH 44312 | Direct Payment | $5,950 |
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 | $102,573 | $49,138+108.7% | $84,015+22.1% | $65,185+57.4% |
| Participation rate | 80.6% | 60.7%+19.9pp | 69.0%+11.6pp | 70.2%+10.4pp |
| Annual return | 19.44% | 23.00%-3.6pp | 71.31%-51.9pp | 29.38%-9.9pp |
| Employer contribution / active EE | $1,354 | $914+48.2% | $1,983-31.7% | $2,177-37.8% |
| Participant deferral / active EE | $5,606 | $2,397+133.9% | $3,239+73.1% | $3,514+59.6% |
| Admin fee / account holder | $239 | $543-56.1% | $6,101-96.1% | $847-71.8% |