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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.
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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 | $78,798 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,614 | $121,341+150.2% | $189,513+60.2% | $79,386+282.5% |
| Participation rate | 98.3% | 86.1%+12.2pp | 87.8%+10.5pp | 70.7%+27.6pp |
| Annual return | 13.18% | 21.08%-7.9pp | 555.15%-542.0pp | 116.85%-103.7pp |
| Employer contribution / active EE | $9,885 | $3,915+152.5% | $6,162+60.4% | $2,427+307.2% |
| Participant deferral / active EE | $13,439 | $6,395+110.1% | $8,221+63.5% | $4,046+232.2% |
| Admin fee / account holder | $164 | $651-74.8% | $12,045-98.6% | $626-73.8% |