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 26 · EIN 13-5674085 | Advisory (Participants) | $17,650 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,946 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,603 | $99,957-9.4% | $149,696-39.5% | $73,488+23.3% |
| Participation rate | 75.4% | 75.7%-0.3pp | 82.5%-7.1pp | 70.7%+4.7pp |
| Annual return | 15.68% | 53.87%-38.2pp | 276.60%-260.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $808 | $3,191-74.7% | $4,644-82.6% | $2,270-64.4% |
| Participant deferral / active EE | $4,956 | $6,073-18.4% | $6,842-27.6% | $3,740+32.5% |
| Admin fee / account holder | $385 | $551-30.0% | $9,309-95.9% | $513-24.9% |