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 | $101,498 |
Service code 70 · EIN 45-5291215 | Consulting Fees | $42,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,305 | $78,781+0.7% | $100,516-21.1% | $73,409+8.0% |
| Participation rate | 91.2% | 80.0%+11.1pp | 79.4%+11.8pp | 72.2%+19.0pp |
| Annual return | 16.63% | 31.69%-15.1pp | 30.89%-14.3pp | 59.29%-42.7pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,418-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,535 | $6,537-30.6% | $6,270-27.7% | $3,805+19.2% |
| Admin fee / account holder | $153 | $145+5.1% | $8,081-98.1% | $158-3.3% |