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 | $23,508 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,932 | $79,519-72.4% | $95,952-77.1% | $73,409-70.1% |
| Participation rate | 99.6% | 81.2%+18.5pp | 77.1%+22.6pp | 72.2%+27.5pp |
| Annual return | 9.10% | 19.20%-10.1pp | 91.61%-82.5pp | 59.29%-50.2pp |
| Employer contribution / active EE | $1,130 | $2,048-44.8% | $2,541-55.5% | $2,234-49.4% |
| Participant deferral / active EE | $1,499 | $4,138-63.8% | $4,167-64.0% | $3,805-60.6% |
| Admin fee / account holder | $80 | $184-56.6% | $6,795-98.8% | $158-49.4% |