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 | $85,522 |
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 | $78,853 | $64,119+23.0% | $112,228-29.7% | $66,914+17.8% |
| Participation rate | 94.8% | 68.5%+26.4pp | 75.1%+19.8pp | 69.8%+25.0pp |
| Annual return | -15.47% | -13.81%-1.7pp | 27.45%-42.9pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,310 | $3,005-56.4% | $3,635-64.0% | $2,544-48.5% |
| Participant deferral / active EE | $4,109 | $3,693+11.3% | $4,728-13.1% | $4,237-3.0% |
| Admin fee / account holder | $279 | $625-55.4% | $6,410-95.7% | $593-53.0% |