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 | $1,791 |
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 | $52,586 | $42,546+23.6% | $71,796-26.8% | $55,167-4.7% |
| Participation rate | 79.8% | 59.1%+20.7pp | 69.1%+10.7pp | 69.0%+10.8pp |
| Annual return | 7.82% | 12.36%-4.5pp | 78.04%-70.2pp | 169.23%-161.4pp |
| Employer contribution / active EE | $311 | $803-61.3% | $1,924-83.8% | $1,963-84.1% |
| Participant deferral / active EE | $4,610 | $2,064+123.3% | $2,794+65.0% | $3,054+50.9% |
| Admin fee / account holder | $15 | $650-97.6% | $4,815-99.7% | $504-97.0% |