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 | $2,175 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $369,954 | $86,655+326.9% | $119,609+209.3% | $66,914+452.9% |
| Participation rate | 90.7% | 75.6%+15.2pp | 79.3%+11.5pp | 69.8%+20.9pp |
| Annual return | -14.56% | -8.00%-6.6pp | -14.97%+0.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $27,672 | $2,536+991.2% | $4,232+553.9% | $2,544+987.6% |
| Participant deferral / active EE | $7,062 | $4,358+62.0% | $5,602+26.1% | $4,237+66.7% |
| Admin fee / account holder | $28 | $755-96.3% | $10,323-99.7% | $593-95.3% |