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 | $2,540 |
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 | $65,745 | $42,548+54.5% | $74,550-11.8% | $56,287+16.8% |
| Participation rate | 99.6% | 60.5%+39.1pp | 69.1%+30.4pp | 69.9%+29.7pp |
| Annual return | -5.43% | 12.40%-17.8pp | 32.53%-38.0pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,245 | $855+45.6% | $1,961-36.5% | $2,111-41.0% |
| Participant deferral / active EE | $6,093 | $2,277+167.5% | $3,108+96.0% | $3,350+81.9% |
| Admin fee / account holder | $8 | $467-98.3% | $5,060-99.8% | $521-98.5% |