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 | $6,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,689 | $26,906+66.1% | $61,373-27.2% | $77,904-42.6% |
| Participation rate | 17.1% | 33.4%-16.4pp | 52.6%-35.5pp | 73.7%-56.6pp |
| Annual return | -16.02% | -14.46%-1.6pp | 338.61%-354.6pp | 12.21%-28.2pp |
| Employer contribution / active EE | $172 | $521-67.0% | $1,159-85.2% | $2,848-94.0% |
| Participant deferral / active EE | $501 | $1,180-57.5% | $2,125-76.4% | $4,806-89.6% |
| Admin fee / account holder | $18 | $117-85.0% | $2,130-99.2% | $133-86.8% |