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 | $5,323 |
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 | $34,810 | $37,044-6.0% | $71,796-51.5% | $57,658-39.6% |
| Participation rate | 88.0% | 61.1%+26.9pp | 69.1%+18.9pp | 70.2%+17.7pp |
| Annual return | 7.70% | 12.64%-4.9pp | 78.04%-70.3pp | 5.13%+2.6pp |
| Employer contribution / active EE | $443 | $720-38.5% | $1,924-77.0% | $1,974-77.6% |
| Participant deferral / active EE | $2,834 | $1,974+43.5% | $2,794+1.4% | $3,061-7.4% |
| Admin fee / account holder | $16 | $101-84.4% | $4,815-99.7% | $95-83.3% |