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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $521 |
MERRIL LYNCH1 year Filed as: MERRIL LYNCH 150 N. COLLEGE STREET Service code 26 · EIN 13-5674085 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,167 | $89,355-19.2% | $141,162-48.9% | $72,985-1.1% |
| Participation rate | 73.5% | 75.1%-1.6pp | 82.5%-9.0pp | 69.5%+4.0pp |
| Annual return | 22.60% | 111.85%-89.3pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,521 | $3,114-51.2% | $4,735-67.9% | $2,440-37.6% |
| Participant deferral / active EE | $6,311 | $5,418+16.5% | $6,709-5.9% | $3,607+74.9% |
| Admin fee / account holder | $405 | $5,958-93.2% | $10,261-96.0% | $5,124-92.1% |