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 & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $1,400 |
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 | $153,154 | $80,753+89.7% | $136,294+12.4% | $62,292+145.9% |
| Participation rate | 74.8% | 73.5%+1.2pp | 81.9%-7.2pp | 69.5%+5.3pp |
| Annual return | 15.72% | 35.83%-20.1pp | 5155.94%-5140.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,134 | $2,884-60.7% | $4,695-75.9% | $2,042-44.5% |
| Participant deferral / active EE | $6,733 | $5,164+30.4% | $6,247+7.8% | $3,169+112.5% |
| Admin fee / account holder | $16 | $525-96.9% | $9,243-99.8% | $479-96.6% |