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 | $59,239 |
Service code 28 · EIN 71-0294708 | Investment Management | $34,726 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $142,816 | $62,928+127.0% | $172,739-17.3% | $67,579+111.3% |
| Participation rate | 69.4% | 64.5%+4.9pp | 82.6%-13.3pp | 71.3%-1.9pp |
| Annual return | 22.71% | 30.36%-7.6pp | 802.84%-780.1pp | 378.56%-355.8pp |
| Employer contribution / active EE | $2,585 | $1,636+58.0% | $5,143-49.7% | $2,148+20.4% |
| Participant deferral / active EE | $5,471 | $2,145+155.1% | $5,198+5.3% | $3,539+54.6% |
| Admin fee / account holder | $53 | $167-68.1% | $13,954-99.6% | $142-62.7% |