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 | $2,335 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,587 | $61,052+4.2% | $142,863-55.5% | $79,386-19.9% |
| Participation rate | 93.7% | 60.1%+33.6pp | 71.9%+21.7pp | 70.7%+23.0pp |
| Annual return | 15.78% | 16.02%-0.2pp | 5637.54%-5621.8pp | 116.85%-101.1pp |
| Employer contribution / active EE | $1,727 | $1,481+16.7% | $4,144-58.3% | $2,427-28.8% |
| Participant deferral / active EE | $7,567 | $2,879+162.8% | $3,837+97.2% | $4,046+87.0% |
| Admin fee / account holder | $9 | $659-98.6% | $6,560-99.9% | $626-98.5% |