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 | $40,617 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,517 | $74,024-53.4% | $77,999-55.7% | $57,658-40.1% |
| Participation rate | 92.5% | 79.7%+12.8pp | 75.5%+17.0pp | 70.2%+22.3pp |
| Annual return | 6.15% | 12.14%-6.0pp | 425.96%-419.8pp | 5.13%+1.0pp |
| Employer contribution / active EE | $1,966 | $2,365-16.9% | $2,470-20.4% | $1,974-0.4% |
| Participant deferral / active EE | $4,604 | $3,533+30.3% | $3,497+31.7% | $3,061+50.4% |
| Admin fee / account holder | $69 | $93-26.3% | $5,480-98.7% | $95-27.3% |