See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 18 · EIN 13-5674085 | Securities brokerage commissions and ... | $208,342 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $3,070 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,812 | $55,415+321.9% | $155,509+50.4% | $74,495+213.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.45% | 268.50%-256.0pp | 64.67%-52.2pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $11,943 | $2,267+426.8% | $4,672+155.6% | $2,623+355.3% |
| Participant deferral / active EE | $9,466 | $2,836+233.8% | $5,626+68.2% | $4,346+117.8% |
| Admin fee / account holder | $11 | $1,738-99.4% | $15,912-99.9% | $1,942-99.5% |