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 Service code 27 · EIN 13-5674085 | Advisory (Plan) | $18,982 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,153 | $39,898-52.0% | $121,196-84.2% | $55,725-65.6% |
| Participation rate | 62.3% | 61.2%+1.1pp | 71.7%-9.4pp | 70.9%-8.5pp |
| Annual return | -4.97% | -0.96%-4.0pp | 16.93%-21.9pp | 244.93%-249.9pp |
| Employer contribution / active EE | $409 | $1,295-68.5% | $4,022-89.8% | $2,078-80.3% |
| Participant deferral / active EE | $1,221 | $2,439-49.9% | $3,344-63.5% | $3,356-63.6% |
| Admin fee / account holder | $18 | $95-80.8% | $5,019-99.6% | $115-84.2% |