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 |
|---|---|---|
Service code 15 · EIN 13-3646501 | Recordkeeping | $20,824 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $19,173 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $9,637 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,368 | $58,320+27.5% | $86,436-14.0% | $66,914+11.1% |
| Participation rate | 82.9% | 78.6%+4.3pp | 80.3%+2.5pp | 69.8%+13.1pp |
| Annual return | -17.40% | -9.71%-7.7pp | 4394.89%-4412.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,454 | $2,615-44.4% | $3,769-61.4% | $2,544-42.9% |
| Participant deferral / active EE | $8,455 | $6,899+22.5% | $6,952+21.6% | $4,237+99.5% |
| Admin fee / account holder | $285 | $546-47.7% | $6,731-95.8% | $593-51.9% |