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 | $5,100 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,387 | $65,118-45.7% | $76,768-53.9% | $55,725-36.5% |
| Participation rate | 71.6% | 79.6%-8.0pp | 77.0%-5.3pp | 70.9%+0.8pp |
| Annual return | 7.67% | -1.27%+8.9pp | 2.43%+5.2pp | 244.93%-237.3pp |
| Employer contribution / active EE | $555 | $1,941-71.4% | $2,485-77.6% | $2,078-73.3% |
| Participant deferral / active EE | $1,745 | $3,688-52.7% | $3,852-54.7% | $3,356-48.0% |
| Admin fee / account holder | $18 | $116-84.3% | $6,675-99.7% | $115-84.2% |