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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $43,703 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,946 | $92,055-2.3% | $106,213-15.3% | $77,643+15.8% |
| Participation rate | 93.8% | 81.0%+12.8pp | 75.3%+18.5pp | 70.6%+23.2pp |
| Annual return | 10.34% | 17.91%-7.6pp | 116.14%-105.8pp | 31.24%-20.9pp |
| Employer contribution / active EE | $3,558 | $3,367+5.7% | $3,171+12.2% | $2,726+30.5% |
| Participant deferral / active EE | $5,330 | $5,386-1.0% | $5,016+6.3% | $4,647+14.7% |
| Admin fee / account holder | $69 | $219-68.6% | $11,033-99.4% | $430-84.0% |