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 | $3,967 |
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 | $54,117 | $80,177-32.5% | $123,892-56.3% | $57,658-6.1% |
| Participation rate | 92.0% | 74.4%+17.6pp | 81.4%+10.6pp | 70.2%+21.8pp |
| Annual return | 12.29% | 17.90%-5.6pp | 47.52%-35.2pp | 5.13%+7.2pp |
| Employer contribution / active EE | $1,136 | $2,913-61.0% | $4,617-75.4% | $1,974-42.5% |
| Participant deferral / active EE | $6,529 | $5,130+27.3% | $5,984+9.1% | $3,061+113.3% |
| Admin fee / account holder | $5 | $106-95.5% | $8,357-99.9% | $95-95.0% |