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 26 150 N. COLLEGE ST. · CHARLOTTE, NC 28255 | Advisory (Participants) | $22,541 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $4,888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,500 | $59,097-48.4% | $82,389-63.0% | $74,304-59.0% |
| Participation rate | 55.8% | 52.8%+3.1pp | 69.5%-13.7pp | 60.3%-4.5pp |
| Annual return | 18.73% | 22.85%-4.1pp | 28.67%-9.9pp | 29.43%-10.7pp |
| Employer contribution / active EE | $1,851 | $1,601+15.6% | $2,517-26.5% | $2,241-17.4% |
| Participant deferral / active EE | $3,500 | $2,775+26.1% | $4,155-15.8% | $3,767-7.1% |
| Admin fee / account holder | $318 | $4,489-92.9% | $7,231-95.6% | $2,969-89.3% |