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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,300 |
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 | $94,465 | $84,936+11.2% | $111,297-15.1% | $79,386+19.0% |
| Participation rate | 92.0% | 75.9%+16.2pp | 77.3%+14.7pp | 70.7%+21.3pp |
| Annual return | 9.25% | 17.45%-8.2pp | 54.65%-45.4pp | 116.85%-107.6pp |
| Employer contribution / active EE | $815 | $1,979-58.8% | $2,731-70.2% | $2,427-66.4% |
| Participant deferral / active EE | $4,722 | $3,888+21.5% | $4,487+5.2% | $4,046+16.7% |
| Admin fee / account holder | $73 | $537-86.5% | $7,964-99.1% | $626-88.4% |