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 & SMI Service code 99 · EIN 13-5674085 | Other Fees | $139,999 |
Service code 13 · EIN 35-0472300 | Contract Administrator | $50,119 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $15,205 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,395 | $110,299+6.4% | $102,423+14.6% | $199,593-41.2% |
| Participation rate | 99.3% | 86.3%+13.0pp | 76.5%+22.8pp | 72.0%+27.3pp |
| Annual return | 15.06% | 35.73%-20.7pp | 29.32%-14.3pp | 34.25%-19.2pp |
| Employer contribution / active EE | $1,500 | $3,603-58.4% | $3,023-50.4% | $3,034-50.6% |
| Participant deferral / active EE | $6,428 | $6,376+0.8% | $5,053+27.2% | $5,087+26.4% |
| Admin fee / account holder | $202 | $122+65.5% | $9,451-97.9% | $269-24.7% |