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 | $12,420 |
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 | $202,741 | $79,428+155.3% | $106,548+90.3% | $79,386+155.4% |
| Participation rate | 99.1% | 74.1%+25.0pp | 76.1%+23.0pp | 70.7%+28.4pp |
| Annual return | 17.40% | 18.27%-0.9pp | 26.80%-9.4pp | 116.85%-99.5pp |
| Employer contribution / active EE | $11,140 | $2,234+398.6% | $2,819+295.2% | $2,427+358.9% |
| Participant deferral / active EE | $14,449 | $3,823+278.0% | $4,398+228.5% | $4,046+257.2% |
| Admin fee / account holder | $83 | $523-84.1% | $7,407-98.9% | $626-86.7% |