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 Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,154 | $47,977-72.6% | $154,107-91.5% | $56,287-76.6% |
| Participation rate | 92.6% | 66.2%+26.4pp | 83.0%+9.6pp | 69.9%+22.7pp |
| Annual return | -5.58% | 3.54%-9.1pp | 735.12%-740.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $972 | $2,169-55.2% | $5,298-81.7% | $2,111-54.0% |
| Participant deferral / active EE | $2,583 | $2,392+8.0% | $5,081-49.2% | $3,350-22.9% |
| Admin fee / account holder | $6 | $438-98.7% | $13,411-100.0% | $521-98.9% |