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 | $8,856 |
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 | $46,961 | $41,467+13.2% | $67,313-30.2% | $55,725-15.7% |
| Participation rate | 81.4% | 62.5%+18.9pp | 69.1%+12.3pp | 70.9%+10.5pp |
| Annual return | -4.26% | 0.82%-5.1pp | -4.08%-0.2pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,412 | $1,316+7.3% | $2,566-45.0% | $2,078-32.0% |
| Participant deferral / active EE | $3,396 | $2,399+41.5% | $3,568-4.8% | $3,356+1.2% |
| Admin fee / account holder | $17 | $102-83.3% | $4,507-99.6% | $115-85.2% |