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 | $32,839 |
Service code 50 3465 S ARLINGTON RD · AKRON, OH 44312 | Direct Payment | $6,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,160 | $49,451+120.7% | $79,550+37.2% | $66,914+63.1% |
| Participation rate | 70.9% | 61.3%+9.5pp | 69.5%+1.4pp | 69.8%+1.1pp |
| Annual return | -13.18% | 84.25%-97.4pp | 0.16%-13.3pp | 1.58%-14.8pp |
| Employer contribution / active EE | $1,507 | $1,266+19.1% | $2,413-37.5% | $2,544-40.8% |
| Participant deferral / active EE | $6,260 | $3,159+98.2% | $3,985+57.1% | $4,237+47.8% |
| Admin fee / account holder | $308 | $595-48.2% | $6,832-95.5% | $593-48.0% |