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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $277,941 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,051 | $101,317+153.7% | $146,958+74.9% | $74,495+245.1% |
| Participation rate | 79.6% | 75.5%+4.1pp | 82.2%-2.6pp | 67.2%+12.4pp |
| Annual return | 14.06% | 8730.91%-8716.8pp | 418.34%-404.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $5,306 | $3,810+39.3% | $4,933+7.6% | $2,623+102.3% |
| Participant deferral / active EE | $12,260 | $7,303+67.9% | $8,070+51.9% | $4,346+182.1% |
| Admin fee / account holder | $704 | $1,739-59.5% | $12,998-94.6% | $1,942-63.7% |