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 & SMIT Service code 16 · EIN 13-5674085 | Consulting | $30,398 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,168 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,412 | $65,118+14.3% | $76,768-3.1% | $55,725+33.5% |
| Participation rate | 93.2% | 79.6%+13.6pp | 77.0%+16.3pp | 70.9%+22.4pp |
| Annual return | -4.07% | -1.27%-2.8pp | 2.43%-6.5pp | 244.93%-249.0pp |
| Employer contribution / active EE | $2,035 | $1,941+4.8% | $2,485-18.1% | $2,078-2.1% |
| Participant deferral / active EE | $4,177 | $3,688+13.3% | $3,852+8.5% | $3,356+24.5% |
| Admin fee / account holder | $92 | $116-20.7% | $6,675-98.6% | $115-20.2% |