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 | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $54,955 | $62,267-11.7% | $110,238-50.1% | $55,725-1.4% |
| Participation rate | 62.6% | 78.1%-15.5pp | 79.8%-17.2pp | 70.9%-8.2pp |
| Annual return | -1.16% | -1.07%-0.1pp | 314.74%-315.9pp | 244.93%-246.1pp |
| Employer contribution / active EE | $1,367 | $1,941-29.6% | $3,826-64.3% | $2,078-34.2% |
| Participant deferral / active EE | $1,797 | $3,516-48.9% | $4,672-61.5% | $3,356-46.4% |
| Admin fee / account holder | $1 | $121-99.6% | $8,547-100.0% | $115-99.5% |