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 | $81,835 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,415 | $63,114+5.2% | $92,893-28.5% | $65,185+1.9% |
| Participation rate | 92.0% | 68.8%+23.2pp | 76.0%+16.0pp | 70.2%+21.8pp |
| Annual return | 18.64% | 28.75%-10.1pp | 109.41%-90.8pp | 29.38%-10.7pp |
| Employer contribution / active EE | $806 | $2,571-68.6% | $3,653-77.9% | $2,177-63.0% |
| Participant deferral / active EE | $3,175 | $3,108+2.2% | $4,236-25.0% | $3,514-9.6% |
| Admin fee / account holder | $245 | $624-60.7% | $5,794-95.8% | $847-71.1% |