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 | $13,377 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,599 | $84,784-1.4% | $98,439-15.1% | $74,419+12.3% |
| Participation rate | 95.9% | 81.5%+14.3pp | 75.2%+20.7pp | 70.7%+25.1pp |
| Annual return | 14.33% | 20.59%-6.3pp | 21.16%-6.8pp | 34.38%-20.0pp |
| Employer contribution / active EE | $3,488 | $3,364+3.7% | $3,048+14.4% | $2,637+32.3% |
| Participant deferral / active EE | $5,214 | $5,218-0.1% | $4,738+10.1% | $4,528+15.1% |
| Admin fee / account holder | $19 | $204-90.7% | $8,948-99.8% | $348-94.5% |