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 & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,702 | $98,727-20.3% | $113,168-30.5% | $85,563-8.0% |
| Participation rate | 93.2% | 80.8%+12.4pp | 76.6%+16.6pp | 66.0%+27.2pp |
| Annual return | 13.15% | 17.43%-4.3pp | 24.27%-11.1pp | 31.51%-18.4pp |
| Employer contribution / active EE | $1,905 | $2,907-34.4% | $2,975-36.0% | $2,654-28.2% |
| Participant deferral / active EE | $5,784 | $5,424+6.6% | $5,107+13.3% | $4,375+32.2% |
| Admin fee / account holder | $9 | $357-97.4% | $12,068-99.9% | $834-98.9% |