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) | $5,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,872 | $49,451-47.7% | $79,550-67.5% | $66,914-61.3% |
| Participation rate | 58.9% | 61.3%-2.5pp | 69.5%-10.6pp | 69.8%-10.9pp |
| Annual return | -17.11% | 84.25%-101.4pp | 0.16%-17.3pp | 1.58%-18.7pp |
| Employer contribution / active EE | $994 | $1,266-21.5% | $2,413-58.8% | $2,544-60.9% |
| Participant deferral / active EE | $2,130 | $3,159-32.6% | $3,985-46.5% | $4,237-49.7% |
| Admin fee / account holder | $78 | $595-86.9% | $6,832-98.9% | $593-86.9% |