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 | $50,567 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,375 | $54,193-14.4% | $93,606-50.5% | $77,643-40.3% |
| Participation rate | 85.8% | 63.9%+21.8pp | 68.7%+17.0pp | 70.6%+15.2pp |
| Annual return | 11.92% | 30.54%-18.6pp | 133.20%-121.3pp | 31.24%-19.3pp |
| Employer contribution / active EE | $552 | $1,168-52.7% | $2,420-77.2% | $2,726-79.7% |
| Participant deferral / active EE | $5,434 | $3,144+72.9% | $4,411+23.2% | $4,647+16.9% |
| Admin fee / account holder | $38 | $576-93.4% | $8,285-99.5% | $430-91.1% |