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 & SMI Service code 15 · EIN 13-5674085 | Recordkeeping | $225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,872 | $65,435+38.9% | $86,677+4.8% | $66,914+35.8% |
| Participation rate | 93.6% | 75.5%+18.2pp | 76.6%+17.0pp | 69.8%+23.8pp |
| Annual return | -15.66% | -10.89%-4.8pp | 35.91%-51.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,238 | $2,153+4.0% | $2,836-21.1% | $2,544-12.0% |
| Participant deferral / active EE | $6,936 | $4,100+69.1% | $4,656+49.0% | $4,237+63.7% |
| Admin fee / account holder | $1 | $642-99.8% | $7,493-100.0% | $593-99.8% |