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 & SMIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $110,860 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$134,203 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,990 | $75,388+16.7% | $123,544-28.8% | $55,725+57.9% |
| Participation rate | 97.0% | 75.7%+21.4pp | 82.3%+14.8pp | 70.9%+26.2pp |
| Annual return | -8.04% | 4.48%-12.5pp | 119.20%-127.2pp | 244.93%-253.0pp |
| Employer contribution / active EE | $3,868 | $3,063+26.3% | $4,628-16.4% | $2,078+86.1% |
| Participant deferral / active EE | $11,818 | $5,651+109.1% | $6,426+83.9% | $3,356+252.2% |
| Admin fee / account holder | $4 | $120-96.8% | $9,284-100.0% | $115-96.6% |