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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.
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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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $16,184 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,244 | $60,776-9.1% | $85,682-35.5% | $79,386-30.4% |
| Participation rate | 52.6% | 62.1%-9.5pp | 69.9%-17.2pp | 70.7%-18.1pp |
| Annual return | 16.23% | 16.57%-0.3pp | 21.49%-5.3pp | 116.85%-100.6pp |
| Employer contribution / active EE | $288 | $1,663-82.7% | $2,618-89.0% | $2,427-88.1% |
| Participant deferral / active EE | $2,486 | $2,919-14.8% | $3,923-36.6% | $4,046-38.6% |
| Admin fee / account holder | $422 | $438-3.8% | $6,873-93.9% | $626-32.6% |