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 | $48,727 |
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 | $121,353 | $87,870+38.1% | $113,168+7.2% | $74,304+63.3% |
| Participation rate | 98.7% | 70.7%+28.0pp | 76.6%+22.1pp | 60.3%+38.4pp |
| Annual return | 14.24% | 26.44%-12.2pp | 24.27%-10.0pp | 29.43%-15.2pp |
| Employer contribution / active EE | $2,929 | $2,277+28.6% | $2,975-1.5% | $2,241+30.7% |
| Participant deferral / active EE | $7,515 | $4,241+77.2% | $5,107+47.2% | $3,767+99.5% |
| Admin fee / account holder | $247 | $3,368-92.7% | $12,068-98.0% | $2,969-91.7% |