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 |
|---|---|---|
MERRIL LYNCH1 year Filed as: MERRIL LYNCH PIERCE Service code 59 · EIN 13-5674085 | Shareholder Servicing | $0 |
Filed as: MERRILLYNCH PIERCE Service code 28 · EIN 13-5674085 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,878 | $51,244-41.7% | $80,975-63.1% | $55,167-45.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.0%+31.0pp |
| Annual return | 6.19% | 17.39%-11.2pp | 17.10%-10.9pp | 169.23%-163.0pp |
| Employer contribution / active EE | $235 | $1,770-86.7% | $3,714-93.7% | $1,963-88.0% |
| Participant deferral / active EE | $1,657 | $4,418-62.5% | $5,696-70.9% | $3,054-45.8% |
| Admin fee / account holder | $11 | $398-97.2% | $5,516-99.8% | $504-97.8% |