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 Service code 28 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $12,869 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,661 | $95,416+41.1% | $185,823-27.5% | $85,850+56.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 19.58% | 23.59%-4.0pp | 122.05%-102.5pp | 318.53%-299.0pp |
| Employer contribution / active EE | $4,926 | $3,314+48.7% | $5,167-4.7% | $2,565+92.1% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $170 | $7,213-97.6% | $16,237-99.0% | $6,260-97.3% |