See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $10,801 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,940 | $91,407-80.4% | $135,903-86.8% | $71,457-74.9% |
| Participation rate | 97.5% | 75.7%+21.9pp | 81.9%+15.6pp | 67.9%+29.6pp |
| Annual return | 26.76% | 29.90%-3.1pp | 68.23%-41.5pp | 28.85%-2.1pp |
| Employer contribution / active EE | $923 | $3,703-75.1% | $4,856-81.0% | $2,588-64.3% |
| Participant deferral / active EE | $5,783 | $7,092-18.5% | $7,758-25.5% | $4,289+34.8% |
| Admin fee / account holder | $191 | $1,266-84.9% | $10,762-98.2% | $1,587-88.0% |