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 | $7,582 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,512 | $42,353+97.2% | $79,550+5.0% | $64,808+28.9% |
| Participation rate | 94.3% | 64.8%+29.5pp | 69.5%+24.8pp | 71.5%+22.8pp |
| Annual return | -12.78% | -12.24%-0.5pp | 0.16%-12.9pp | 32.82%-45.6pp |
| Employer contribution / active EE | $2,153 | $1,181+82.4% | $2,413-10.8% | $2,506-14.1% |
| Participant deferral / active EE | $5,380 | $3,170+69.7% | $3,985+35.0% | $4,310+24.8% |
| Admin fee / account holder | $22 | $160-86.3% | $6,832-99.7% | $188-88.3% |