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 27 · EIN 13-5674085 | Advisory (Plan) | $71,099 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,673 | $65,435-51.6% | $86,677-63.5% | $66,914-52.7% |
| Participation rate | 98.0% | 75.5%+22.6pp | 76.6%+21.5pp | 69.8%+28.2pp |
| Annual return | -10.56% | -10.89%+0.3pp | 35.91%-46.5pp | 1.58%-12.1pp |
| Employer contribution / active EE | $244 | $2,153-88.7% | $2,836-91.4% | $2,544-90.4% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $350 | $642-45.4% | $7,493-95.3% | $593-40.9% |