Filed May 15, 2025
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 | $6,027 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,952 | $75,284-76.2% | $91,001-80.3% | $69,631-74.2% |
| Participation rate | 97.4% | 80.4%+17.0pp | 75.6%+21.8pp | 70.7%+26.7pp |
| Annual return | 15.41% | 48.40%-33.0pp | 4.60%+10.8pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $1,390 | $2,473-43.8% | $2,456-43.4% | $2,032-31.6% |
| Participant deferral / active EE | $2,270 | $3,700-38.6% | $3,547-36.0% | $3,224-29.6% |
| Admin fee / account holder | $7 | $111-93.8% | $5,417-99.9% | $110-93.8% |