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 | $6,400 |
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 | $67,041 | $98,727-32.1% | $113,168-40.8% | $85,563-21.6% |
| Participation rate | 97.5% | 80.8%+16.7pp | 76.6%+21.0pp | 66.0%+31.6pp |
| Annual return | 14.32% | 17.43%-3.1pp | 24.27%-9.9pp | 31.51%-17.2pp |
| Employer contribution / active EE | $2,673 | $2,907-8.0% | $2,975-10.1% | $2,654+0.8% |
| Participant deferral / active EE | $2,835 | $5,424-47.7% | $5,107-44.5% | $4,375-35.2% |
| Admin fee / account holder | $9 | $357-97.4% | $12,068-99.9% | $834-98.9% |