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 7-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 Service code 27 250 MONROE AVE NW, SUITE 600 · GRAND RAPIDS, MI 49503 | Advisory (Plan) | $13,596 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,807 | $99,957-71.2% | $149,696-80.8% | $73,488-60.8% |
| Participation rate | 93.5% | 75.7%+17.8pp | 82.5%+11.0pp | 70.7%+22.8pp |
| Annual return | 30.24% | 53.87%-23.6pp | 276.60%-246.4pp | 28.51%+1.7pp |
| Employer contribution / active EE | $4,263 | $3,191+33.6% | $4,644-8.2% | $2,270+87.8% |
| Participant deferral / active EE | $8,629 | $6,073+42.1% | $6,842+26.1% | $3,740+130.7% |
| Admin fee / account holder | $90 | $551-83.6% | $9,309-99.0% | $513-82.4% |