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 | $20,179 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,291 | $56,503+65.1% | $70,092+33.1% | $64,808+43.9% |
| Participation rate | 77.4% | 70.5%+7.0pp | 70.5%+7.0pp | 71.5%+6.0pp |
| Annual return | -14.03% | -13.44%-0.6pp | 190.73%-204.8pp | 32.82%-46.8pp |
| Employer contribution / active EE | $3,627 | $2,046+77.2% | $2,559+41.7% | $2,506+44.7% |
| Participant deferral / active EE | $7,989 | $3,389+135.7% | $3,849+107.6% | $4,310+85.3% |
| Admin fee / account holder | $0 | $160-99.8% | $6,267-100.0% | $188-99.8% |