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 - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $17,645 |
Filed as: MERRILL LYNCH -EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $17,645 |
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $6,570 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,144 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,730 | $82,202-57.8% | $125,339-72.3% | $64,808-46.4% |
| Participation rate | 70.1% | 77.9%-7.7pp | 82.4%-12.2pp | 71.5%-1.3pp |
| Annual return | -13.64% | 3.48%-17.1pp | 572.05%-585.7pp | 32.82%-46.5pp |
| Employer contribution / active EE | $2,613 | $3,615-27.7% | $4,814-45.7% | $2,506+4.3% |
| Participant deferral / active EE | $5,014 | $7,175-30.1% | $7,446-32.7% | $4,310+16.3% |
| Admin fee / account holder | $217 | $163+33.1% | $10,010-97.8% | $188+15.7% |