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 99 · EIN 13-5674085 | Other Fees | $53,089 |
Service code 28 · EIN 71-0294708 | Investment Management | $24,847 |
LINDAHL ASSOCIATES PLLC4+ years Service code 99 · EIN 11-1000111 | Other Fees | $13,332 |
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 | $102,867 | $37,196+176.6% | $154,107-33.2% | $55,725+84.6% |
| Participation rate | 87.3% | 64.1%+23.2pp | 83.0%+4.3pp | 70.9%+16.5pp |
| Annual return | -5.32% | 1319.68%-1325.0pp | 735.12%-740.4pp | 244.93%-250.3pp |
| Employer contribution / active EE | $3,002 | $1,614+86.0% | $5,298-43.3% | $2,078+44.5% |
| Participant deferral / active EE | $6,469 | $2,068+212.8% | $5,081+27.3% | $3,356+92.8% |
| Admin fee / account holder | $35 | $102-65.9% | $13,411-99.7% | $115-69.9% |