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 & SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $13,126 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $960 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,616 | $47,977+1.3% | $154,107-68.5% | $56,287-13.6% |
| Participation rate | 48.5% | 66.2%-17.7pp | 83.0%-34.6pp | 69.9%-21.4pp |
| Annual return | -6.07% | 3.54%-9.6pp | 735.12%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $698 | $2,169-67.8% | $5,298-86.8% | $2,111-66.9% |
| Participant deferral / active EE | $1,435 | $2,392-40.0% | $5,081-71.8% | $3,350-57.2% |
| Admin fee / account holder | $129 | $438-70.5% | $13,411-99.0% | $521-75.2% |