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 8-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 | $1,700 |
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 | $140,442 | $67,703+107.4% | $127,761+9.9% | $65,185+115.5% |
| Participation rate | 96.2% | 74.5%+21.7pp | 79.0%+17.2pp | 70.2%+26.0pp |
| Annual return | 15.43% | 24.36%-8.9pp | 26.14%-10.7pp | 29.38%-14.0pp |
| Employer contribution / active EE | $3,379 | $3,724-9.3% | $4,574-26.1% | $2,177+55.2% |
| Participant deferral / active EE | $6,166 | $4,787+28.8% | $6,021+2.4% | $3,514+75.5% |
| Admin fee / account holder | $89 | $618-85.6% | $9,395-99.1% | $847-89.5% |