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 | $14,590 |
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 | $185,364 | $71,516+159.2% | $98,439+88.3% | $71,457+159.4% |
| Participation rate | 98.3% | 72.7%+25.6pp | 75.2%+23.1pp | 67.9%+30.4pp |
| Annual return | 15.46% | 32.41%-17.0pp | 21.16%-5.7pp | 28.85%-13.4pp |
| Employer contribution / active EE | $11,300 | $2,399+371.1% | $3,048+270.7% | $2,588+336.7% |
| Participant deferral / active EE | $14,394 | $4,109+250.3% | $4,738+203.8% | $4,289+235.6% |
| Admin fee / account holder | $52 | $1,675-96.9% | $8,948-99.4% | $1,587-96.7% |