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 | $2,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,765 | $108,719+22.1% | $101,326+31.0% | $85,563+55.2% |
| Participation rate | 97.3% | 80.9%+16.4pp | 81.5%+15.8pp | 66.0%+31.3pp |
| Annual return | 16.94% | 20.95%-4.0pp | 36.82%-19.9pp | 31.51%-14.6pp |
| Employer contribution / active EE | $3,855 | $3,114+23.8% | $3,665+5.2% | $2,654+45.3% |
| Participant deferral / active EE | $12,347 | $8,545+44.5% | $7,994+54.5% | $4,375+182.2% |
| Admin fee / account holder | $7 | $685-99.0% | $11,185-99.9% | $834-99.2% |