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 | $16,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,408 | $33,745-27.7% | $64,105-61.9% | $55,191-55.8% |
| Participation rate | 65.6% | 59.4%+6.2pp | 68.2%-2.6pp | 69.2%-3.6pp |
| Annual return | -0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 10.78%-10.8pp |
| Employer contribution / active EE | $819 | $641+27.8% | $1,820-55.0% | $1,899-56.9% |
| Participant deferral / active EE | $2,750 | $1,929+42.5% | $2,822-2.6% | $3,046-9.7% |
| Admin fee / account holder | $33 | $94-64.7% | $4,499-99.3% | $91-63.3% |