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 | $195,767 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 10 · EIN 26-4310632 | Accounting | $55,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,104 | $39,166+45.8% | $79,550-28.2% | $78,044-26.8% |
| Participation rate | 27.2% | 57.3%-30.2pp | 69.5%-42.3pp | 74.4%-47.3pp |
| Annual return | -15.95% | -9.39%-6.6pp | 0.16%-16.1pp | 10.87%-26.8pp |
| Employer contribution / active EE | $521 | $1,019-48.8% | $2,413-78.4% | $3,125-83.3% |
| Participant deferral / active EE | $1,242 | $2,079-40.3% | $3,985-68.8% | $5,084-75.6% |
| Admin fee / account holder | $95 | $67+41.4% | $6,832-98.6% | $79+20.2% |