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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,215 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,890 | $93,131+0.8% | $106,548-11.9% | $86,799+8.2% |
| Participation rate | 92.7% | 81.4%+11.3pp | 76.1%+16.6pp | 72.3%+20.5pp |
| Annual return | 12.66% | 19.45%-6.8pp | 26.80%-14.1pp | 97.91%-85.2pp |
| Employer contribution / active EE | $3,342 | $2,895+15.4% | $2,819+18.5% | $2,405+38.9% |
| Participant deferral / active EE | $4,840 | $4,708+2.8% | $4,398+10.0% | $4,131+17.2% |
| Admin fee / account holder | $10 | $145-93.1% | $7,407-99.9% | $170-94.1% |