See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,600 |
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 | $128,114 | $62,586+104.7% | $76,768+66.9% | $64,186+99.6% |
| Participation rate | 89.7% | 72.8%+16.9pp | 77.0%+12.7pp | 69.6%+20.1pp |
| Annual return | 6.85% | -1.95%+8.8pp | 2.43%+4.4pp | 7.63%-0.8pp |
| Employer contribution / active EE | $1,268 | $1,832-30.8% | $2,485-49.0% | $2,381-46.7% |
| Participant deferral / active EE | $6,668 | $3,145+112.0% | $3,852+73.1% | $3,470+92.2% |
| Admin fee / account holder | $21 | $4,667-99.5% | $6,675-99.7% | $4,888-99.6% |