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 | $2,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $119,768 | $88,122+35.9% | $141,162-15.2% | $67,579+77.2% |
| Participation rate | 69.4% | 76.5%-7.0pp | 82.5%-13.0pp | 71.3%-1.8pp |
| Annual return | 21.11% | 75.40%-54.3pp | 71.39%-50.3pp | 378.56%-357.4pp |
| Employer contribution / active EE | $4,482 | $3,224+39.0% | $4,735-5.3% | $2,148+108.7% |
| Participant deferral / active EE | $10,719 | $5,958+79.9% | $6,709+59.8% | $3,539+202.8% |
| Admin fee / account holder | $3 | $131-97.9% | $10,261-100.0% | $142-98.1% |