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 | $1,271 |
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 | $134,662 | $42,548+216.5% | $74,550+80.6% | $56,287+139.2% |
| Participation rate | 87.6% | 60.5%+27.1pp | 69.1%+18.5pp | 69.9%+17.8pp |
| Annual return | -5.37% | 12.40%-17.8pp | 32.53%-37.9pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,271 | $855+165.6% | $1,961+15.8% | $2,111+7.6% |
| Participant deferral / active EE | $6,819 | $2,277+199.5% | $3,108+119.4% | $3,350+103.6% |
| Admin fee / account holder | $11 | $467-97.5% | $5,060-99.8% | $521-97.8% |