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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 15 · EIN 13-5674085 1400 AMERICAN BLVD · PENNINGTON, NJ 085344125 | Recordkeeping | $13,790 |
Annual investment return 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 | $64,821 | $59,417+9.1% | $93,606-30.8% | $74,495-13.0% |
| Participation rate | 90.4% | 59.7%+30.8pp | 68.7%+21.7pp | 67.2%+23.2pp |
| Annual return | 10.21% | 81.83%-71.6pp | 133.20%-123.0pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,177 | $1,264-6.9% | $2,420-51.4% | $2,623-55.1% |
| Participant deferral / active EE | $4,132 | $3,050+35.5% | $4,411-6.3% | $4,346-4.9% |
| Admin fee / account holder | $44 | $3,021-98.5% | $8,285-99.5% | $1,942-97.7% |