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 & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $69,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $60,075 | $88,890-32.4% | $102,423-41.3% | $77,643-22.6% |
| Participation rate | 64.5% | 80.9%-16.4pp | 76.5%-11.9pp | 70.6%-6.0pp |
| Annual return | 10.60% | 24.98%-14.4pp | 29.32%-18.7pp | 31.24%-20.6pp |
| Employer contribution / active EE | $1,498 | $2,698-44.5% | $3,023-50.5% | $2,726-45.0% |
| Participant deferral / active EE | $2,938 | $5,145-42.9% | $5,053-41.9% | $4,647-36.8% |
| Admin fee / account holder | $329 | $235+39.7% | $9,451-96.5% | $430-23.6% |