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 & SMITH Service code 18 · EIN 13-5674085 | Custodial (other than securities); Se... | $28,737 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,723 |
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 | $43,863 | $52,884-17.1% | $84,750-48.2% | $55,167-20.5% |
| Participation rate | 77.0% | 67.5%+9.5pp | 76.6%+0.4pp | 69.0%+8.0pp |
| Annual return | 5.54% | 18.03%-12.5pp | 22.78%-17.2pp | 169.23%-163.7pp |
| Employer contribution / active EE | $975 | $2,233-56.3% | $3,574-72.7% | $1,963-50.3% |
| Participant deferral / active EE | $2,483 | $2,644-6.1% | $3,712-33.1% | $3,054-18.7% |
| Admin fee / account holder | $195 | $581-66.4% | $5,332-96.3% | $504-61.3% |