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 1400 AMERICAN BLVD · PENNINGTON, NJ 08534 | Advisory (Plan) | $24,912 |
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 | $34,011 | $104,475-67.4% | $159,436-78.7% | $79,386-57.2% |
| Participation rate | 98.3% | 76.6%+21.7pp | 82.8%+15.5pp | 70.7%+27.6pp |
| Annual return | 50.89% | 67.95%-17.1pp | 263.57%-212.7pp | 116.85%-66.0pp |
| Employer contribution / active EE | $4,440 | $3,417+30.0% | $4,829-8.1% | $2,427+82.9% |
| Participant deferral / active EE | $9,955 | $6,467+53.9% | $7,352+35.4% | $4,046+146.1% |
| Admin fee / account holder | $93 | $711-86.9% | $10,799-99.1% | $626-85.1% |