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 | $8,169 |
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 | $46,141 | $44,059+4.7% | $71,671-35.6% | $69,631-33.7% |
| Participation rate | 82.1% | 60.8%+21.3pp | 68.7%+13.4pp | 70.7%+11.4pp |
| Annual return | 20.09% | 21.97%-1.9pp | 20.65%-0.6pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $1,354 | $1,305+3.8% | $2,460-45.0% | $2,032-33.4% |
| Participant deferral / active EE | $3,147 | $2,370+32.8% | $3,438-8.5% | $3,224-2.4% |
| Admin fee / account holder | $16 | $108-85.5% | $5,558-99.7% | $110-85.9% |