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 | $657,666 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,113 | $134,619-34.5% | $111,297-20.8% | $101,517-13.2% |
| Participation rate | 94.5% | 89.0%+5.5pp | 77.3%+17.2pp | 74.6%+19.9pp |
| Annual return | 15.55% | 17.96%-2.4pp | 54.65%-39.1pp | 21.00%-5.4pp |
| Employer contribution / active EE | $3,045 | $3,829-20.5% | $2,731+11.5% | $2,973+2.4% |
| Participant deferral / active EE | $5,698 | $6,572-13.3% | $4,487+27.0% | $4,873+16.9% |
| Admin fee / account holder | $49 | $86-43.2% | $7,964-99.4% | $139-64.8% |