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 | $1,255 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $42,764 | $42,548+0.5% | $74,550-42.6% | $56,287-24.0% |
| Participation rate | 74.0% | 60.5%+13.5pp | 69.1%+4.8pp | 69.9%+4.1pp |
| Annual return | -5.32% | 12.40%-17.7pp | 32.53%-37.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $760 | $855-11.1% | $1,961-61.2% | $2,111-64.0% |
| Participant deferral / active EE | $2,320 | $2,277+1.9% | $3,108-25.3% | $3,350-30.7% |
| Admin fee / account holder | $0 | $467-99.9% | $5,060-100.0% | $521-99.9% |