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 | $16,525 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,862 | $86,897-2.3% | $151,611-44.0% | $64,808+30.9% |
| Participation rate | 70.8% | 87.3%-16.5pp | 87.5%-16.7pp | 71.5%-0.7pp |
| Annual return | -17.15% | -3.57%-13.6pp | 3.33%-20.5pp | 32.82%-50.0pp |
| Employer contribution / active EE | $2,642 | $4,010-34.1% | $6,166-57.2% | $2,506+5.4% |
| Participant deferral / active EE | $5,786 | $6,690-13.5% | $8,363-30.8% | $4,310+34.2% |
| Admin fee / account holder | $71 | $153-53.4% | $11,616-99.4% | $188-62.1% |