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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $756 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,683 | $89,739-31.3% | $149,718-58.8% | $62,292-1.0% |
| Participation rate | 84.6% | 85.1%-0.6pp | 87.1%-2.5pp | 69.5%+15.0pp |
| Annual return | 17.49% | 21.01%-3.5pp | 1501.63%-1484.1pp | 28.90%-11.4pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,546 | $4,797+36.5% | $6,569-0.3% | $3,169+106.6% |
| Admin fee / account holder | $5 | $551-99.0% | $11,283-100.0% | $479-98.9% |