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 16 · EIN 13-5674085 | Consulting | $27,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,629 |
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 | $82,746 | $56,152+47.4% | $185,823-55.5% | $73,409+12.7% |
| Participation rate | 86.2% | 67.6%+18.7pp | 78.0%+8.2pp | 72.2%+14.1pp |
| Annual return | 26.23% | 17.59%+8.6pp | 35.95%-9.7pp | 59.29%-33.1pp |
| Employer contribution / active EE | $2,828 | $1,532+84.6% | $4,087-30.8% | $2,234+26.6% |
| Participant deferral / active EE | $4,797 | $3,659+31.1% | $5,632-14.8% | $3,805+26.1% |
| Admin fee / account holder | $4 | $132-96.9% | $9,500-100.0% | $158-97.4% |