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 | $2,535 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,756 | $68,413+44.4% | $123,104-19.8% | $55,191+78.9% |
| Participation rate | 97.3% | 84.5%+12.8pp | 86.8%+10.6pp | 69.2%+28.2pp |
| Annual return | -0.38% | 6.30%-6.7pp | 13.22%-13.6pp | 10.78%-11.2pp |
| Employer contribution / active EE | $3,769 | $3,050+23.6% | $5,151-26.8% | $1,899+98.5% |
| Participant deferral / active EE | $4,908 | $4,490+9.3% | $6,230-21.2% | $3,046+61.1% |
| Admin fee / account holder | $2 | $88-97.4% | $9,015-100.0% | $91-97.4% |