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 | $74,044 |
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 | $87,752 | $80,724+8.7% | $103,333-15.1% | $74,495+17.8% |
| Participation rate | 96.2% | 65.7%+30.5pp | 74.5%+21.7pp | 67.2%+29.0pp |
| Annual return | 10.63% | 27.56%-16.9pp | 24.88%-14.3pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,623 | $3,157-48.6% | $3,868-58.1% | $2,623-38.1% |
| Participant deferral / active EE | $4,907 | $3,860+27.1% | $5,057-3.0% | $4,346+12.9% |
| Admin fee / account holder | $260 | $2,368-89.0% | $8,355-96.9% | $1,942-86.6% |