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 | $5,095 |
Annual investment return 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 | $104,359 | $86,338+20.9% | $91,989+13.4% | $77,787+34.2% |
| Participation rate | 87.3% | 82.9%+4.4pp | 78.6%+8.7pp | 73.2%+14.1pp |
| Annual return | 14.82% | 29.65%-14.8pp | 69.02%-54.2pp | 32.57%-17.7pp |
| Employer contribution / active EE | $5,235 | $2,988+75.2% | $3,452+51.6% | $2,504+109.0% |
| Participant deferral / active EE | $9,348 | $6,908+35.3% | $5,923+57.8% | $3,967+135.6% |
| Admin fee / account holder | $3 | $79-95.9% | $7,743-100.0% | $100-96.8% |