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 | $173,259 |
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 | $23,015 | $81,908-71.9% | $90,749-74.6% | $64,808-64.5% |
| Participation rate | 96.0% | 80.5%+15.5pp | 75.7%+20.3pp | 71.5%+24.5pp |
| Annual return | -13.68% | -12.53%-1.1pp | -12.16%-1.5pp | 32.82%-46.5pp |
| Employer contribution / active EE | $1,141 | $3,065-62.8% | $2,921-60.9% | $2,506-54.5% |
| Participant deferral / active EE | $3,059 | $4,840-36.8% | $4,564-33.0% | $4,310-29.0% |
| Admin fee / account holder | $208 | $157+32.5% | $8,445-97.5% | $188+10.9% |