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 & SMIT Service code 26 · EIN 13-5674085 | Advisory (Participants) | $25,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $59,229 | $73,638-19.6% | $95,952-38.3% | $73,488-19.4% |
| Participation rate | 97.0% | 76.2%+20.8pp | 77.1%+19.9pp | 70.7%+26.3pp |
| Annual return | 21.01% | 16.78%+4.2pp | 91.61%-70.6pp | 28.51%-7.5pp |
| Employer contribution / active EE | $4,427 | $1,863+137.6% | $2,541+74.2% | $2,270+95.0% |
| Participant deferral / active EE | $5,365 | $3,617+48.3% | $4,167+28.8% | $3,740+43.5% |
| Admin fee / account holder | $65 | $482-86.4% | $6,795-99.0% | $513-87.2% |