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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $19,078 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,635 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,177 | $79,694-25.7% | $96,139-38.4% | $79,386-25.5% |
| Participation rate | 88.5% | 54.0%+34.5pp | 68.4%+20.0pp | 70.7%+17.8pp |
| Annual return | 18.05% | 40.84%-22.8pp | 191.94%-173.9pp | 116.85%-98.8pp |
| Employer contribution / active EE | $709 | $1,443-50.9% | $2,797-74.7% | $2,427-70.8% |
| Participant deferral / active EE | $3,054 | $2,539+20.3% | $4,349-29.8% | $4,046-24.5% |
| Admin fee / account holder | $426 | $630-32.4% | $5,537-92.3% | $626-32.0% |