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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $114,088 |
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 | $104,412 | $89,436+16.7% | $164,813-36.6% | $77,643+34.5% |
| Participation rate | 60.8% | 78.6%-17.8pp | 78.6%-17.8pp | 70.6%-9.7pp |
| Annual return | 24.49% | 28.83%-4.3pp | 69.93%-45.4pp | 31.24%-6.8pp |
| Employer contribution / active EE | $2,208 | $2,569-14.0% | $4,341-49.1% | $2,726-19.0% |
| Participant deferral / active EE | $4,281 | $4,897-12.6% | $6,031-29.0% | $4,647-7.9% |
| Admin fee / account holder | $203 | $339-40.2% | $12,690-98.4% | $430-52.8% |