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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $176,752 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,249 | $72,994+93.5% | $120,354+17.4% | $77,643+81.9% |
| Participation rate | 95.5% | 55.2%+40.2pp | 71.9%+23.6pp | 70.6%+24.9pp |
| Annual return | 13.31% | 18.23%-4.9pp | 107.15%-93.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $5,239 | $1,793+192.2% | $3,463+51.3% | $2,726+92.2% |
| Participant deferral / active EE | $8,209 | $3,011+172.7% | $4,991+64.5% | $4,647+76.6% |
| Admin fee / account holder | $275 | $658-58.2% | $9,423-97.1% | $430-36.1% |