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 | $7,660 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,719 | $54,193+93.2% | $93,606+11.9% | $77,643+34.9% |
| Participation rate | 97.1% | 63.9%+33.1pp | 68.7%+28.3pp | 70.6%+26.5pp |
| Annual return | 9.41% | 30.54%-21.1pp | 133.20%-123.8pp | 31.24%-21.8pp |
| Employer contribution / active EE | $2,207 | $1,168+88.9% | $2,420-8.8% | $2,726-19.0% |
| Participant deferral / active EE | $6,819 | $3,144+116.9% | $4,411+54.6% | $4,647+46.7% |
| Admin fee / account holder | $23 | $576-96.0% | $8,285-99.7% | $430-94.7% |