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 6-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 | $2,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,468 | $94,625+70.6% | $116,228+38.9% | $84,808+90.4% |
| Participation rate | 46.2% | 70.4%-24.2pp | 74.6%-28.3pp | 68.3%-22.1pp |
| Annual return | 13.46% | 20.40%-6.9pp | 90.06%-76.6pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,118 | $2,347-9.7% | $2,994-29.3% | $2,631-19.5% |
| Participant deferral / active EE | $5,838 | $3,972+47.0% | $4,953+17.9% | $4,212+38.6% |
| Admin fee / account holder | $78 | $10,091-99.2% | $11,989-99.3% | $7,344-98.9% |