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 9-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 | $69,271 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,969 | $53,165-22.9% | $86,188-52.5% | $74,419-44.9% |
| Participation rate | 82.8% | 64.9%+18.0pp | 69.0%+13.9pp | 70.7%+12.1pp |
| Annual return | 15.06% | 22.64%-7.6pp | 1168.45%-1153.4pp | 34.38%-19.3pp |
| Employer contribution / active EE | $537 | $1,210-55.7% | $2,380-77.5% | $2,637-79.7% |
| Participant deferral / active EE | $5,351 | $3,234+65.4% | $3,985+34.3% | $4,528+18.2% |
| Admin fee / account holder | $52 | $551-90.5% | $6,852-99.2% | $348-85.0% |