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 | $350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,914 | $84,936+116.5% | $111,297+65.2% | $79,386+131.7% |
| Participation rate | 91.7% | 75.9%+15.8pp | 77.3%+14.4pp | 70.7%+21.0pp |
| Annual return | 14.38% | 17.45%-3.1pp | 54.65%-40.3pp | 116.85%-102.5pp |
| Employer contribution / active EE | $2,316 | $1,979+17.0% | $2,731-15.2% | $2,427-4.6% |
| Participant deferral / active EE | $7,756 | $3,888+99.5% | $4,487+72.8% | $4,046+91.7% |
| Admin fee / account holder | $2 | $537-99.5% | $7,964-100.0% | $626-99.6% |