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) | $32,146 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,507 | $84,487-60.3% | $125,339-73.3% | $66,914-49.9% |
| Participation rate | 99.6% | 76.4%+23.2pp | 82.4%+17.2pp | 69.8%+29.8pp |
| Annual return | -18.34% | -8.39%-9.9pp | 572.05%-590.4pp | 1.58%-19.9pp |
| Employer contribution / active EE | $6,182 | $3,553+74.0% | $4,814+28.4% | $2,544+143.0% |
| Participant deferral / active EE | $12,670 | $6,781+86.8% | $7,446+70.2% | $4,237+199.0% |
| Admin fee / account holder | $108 | $685-84.2% | $10,010-98.9% | $593-81.8% |