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 10-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 | $11,963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $58,435 | $407,990-85.7% | $121,196-51.8% | $75,289-22.4% |
| Participation rate | 36.6% | 59.5%-22.9pp | 71.7%-35.1pp | 72.4%-35.8pp |
| Annual return | -4.52% | 2.93%-7.5pp | 16.93%-21.5pp | -0.04%-4.5pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $4,022-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,172 | $2,201-46.8% | $3,344-65.0% | $3,739-68.7% |
| Admin fee / account holder | $36 | $455-92.1% | $5,019-99.3% | $102-64.8% |