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 & SMI Service code 15 · EIN 13-5674085 | Recordkeeping | $150 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,406 | $64,909+10.0% | $82,313-13.3% | $62,292+14.6% |
| Participation rate | 88.0% | 74.9%+13.1pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 16.79% | 21.18%-4.4pp | 25.88%-9.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $1,229 | $1,676-26.7% | $2,428-49.4% | $2,042-39.8% |
| Participant deferral / active EE | $4,647 | $3,103+49.8% | $3,706+25.4% | $3,169+46.6% |
| Admin fee / account holder | $1 | $440-99.8% | $5,608-100.0% | $479-99.8% |