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 | $9,627 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,846 | $56,629+7.4% | $77,999-22.0% | $55,167+10.3% |
| Participation rate | 92.1% | 73.3%+18.8pp | 75.5%+16.6pp | 69.0%+23.2pp |
| Annual return | 7.97% | 2866.98%-2859.0pp | 425.96%-418.0pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,452 | $1,723-15.7% | $2,470-41.2% | $1,963-26.0% |
| Participant deferral / active EE | $3,862 | $2,777+39.1% | $3,497+10.5% | $3,054+26.5% |
| Admin fee / account holder | $64 | $467-86.2% | $5,480-98.8% | $504-87.3% |