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 | $17,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $154,089 | $78,781+95.6% | $100,516+53.3% | $73,409+109.9% |
| Participation rate | 53.2% | 80.0%-26.8pp | 79.4%-26.2pp | 72.2%-18.9pp |
| Annual return | 15.63% | 31.69%-16.1pp | 30.89%-15.3pp | 59.29%-43.7pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,418-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,244 | $6,537-35.1% | $6,270-32.3% | $3,805+11.5% |
| Admin fee / account holder | $40 | $145-72.8% | $8,081-99.5% | $158-74.9% |