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 LIFE AGENCY INC Service code 53 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Insurance Commissions | $15,069 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0932631 805 S WHEATLEY ST STE 600 · RIDGELAND, MS 39157 | Recordkeeping | $2,153 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,033 | $46,360-43.8% | $147,614-82.4% | $52,331-50.3% |
| Participation rate | 91.9% | 64.9%+27.0pp | 84.6%+7.3pp | 68.1%+23.8pp |
| Annual return | -0.31% | 1.62%-1.9pp | 61.98%-62.3pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,488 | $2,126-30.0% | $5,564-73.3% | $1,882-20.9% |
| Participant deferral / active EE | $1,381 | $2,258-38.8% | $4,895-71.8% | $3,022-54.3% |
| Admin fee / account holder | $6 | $766-99.2% | $11,611-99.9% | $592-98.9% |