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 | $3,890 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $96,187 | $65,376+47.1% | $87,100+10.4% | $65,185+47.6% |
| Participation rate | 70.8% | 75.3%-4.5pp | 76.9%-6.1pp | 70.2%+0.6pp |
| Annual return | 20.73% | 31.27%-10.5pp | 28.19%-7.5pp | 29.38%-8.6pp |
| Employer contribution / active EE | $1,322 | $1,822-27.5% | $2,521-47.6% | $2,177-39.3% |
| Participant deferral / active EE | $3,930 | $3,388+16.0% | $4,049-2.9% | $3,514+11.9% |
| Admin fee / account holder | $22 | $520-95.7% | $7,497-99.7% | $847-97.4% |