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 | $2,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $145,509 | $87,013+67.2% | $106,213+37.0% | $80,856+80.0% |
| Participation rate | 54.3% | 70.4%-16.1pp | 75.3%-21.0pp | 67.6%-13.3pp |
| Annual return | 9.64% | 17.05%-7.4pp | 116.14%-106.5pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,846 | $2,395+18.8% | $3,171-10.3% | $2,755+3.3% |
| Participant deferral / active EE | $6,411 | $3,986+60.8% | $5,016+27.8% | $4,296+49.2% |
| Admin fee / account holder | $16 | $8,431-99.8% | $11,033-99.9% | $6,918-99.8% |