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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,196 | $88,515-23.0% | $162,163-57.9% | $67,579+0.9% |
| Participation rate | 67.2% | 86.8%-19.6pp | 87.6%-20.4pp | 71.3%-4.1pp |
| Annual return | 55.44% | 27.04%+28.4pp | 115.59%-60.2pp | 378.56%-323.1pp |
| Employer contribution / active EE | $2,071 | $3,563-41.9% | $5,614-63.1% | $2,148-3.6% |
| Participant deferral / active EE | $4,175 | $5,724-27.1% | $7,298-42.8% | $3,539+18.0% |
| Admin fee / account holder | $14 | $124-88.5% | $10,843-99.9% | $142-90.0% |