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 | $78,980 |
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 | $99,971 | $52,122+91.8% | $104,294-4.1% | $64,808+54.3% |
| Participation rate | 91.8% | 56.0%+35.8pp | 73.3%+18.5pp | 71.5%+20.3pp |
| Annual return | -14.69% | 13.26%-27.9pp | 24.61%-39.3pp | 32.82%-47.5pp |
| Employer contribution / active EE | $4,507 | $1,627+177.1% | $3,372+33.7% | $2,506+79.9% |
| Participant deferral / active EE | $6,728 | $2,823+138.3% | $4,625+45.5% | $4,310+56.1% |
| Admin fee / account holder | $22 | $155-85.6% | $7,339-99.7% | $188-88.1% |