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 | $75,636 |
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 | $127,991 | $50,815+151.9% | $155,509-17.7% | $77,643+64.8% |
| Participation rate | 92.6% | 63.1%+29.5pp | 78.2%+14.4pp | 70.6%+22.0pp |
| Annual return | 17.16% | 34.80%-17.6pp | 64.67%-47.5pp | 31.24%-14.1pp |
| Employer contribution / active EE | $6,249 | $1,993+213.6% | $4,672+33.7% | $2,726+129.2% |
| Participant deferral / active EE | $4,077 | $2,822+44.5% | $5,626-27.5% | $4,647-12.3% |
| Admin fee / account holder | $5 | $437-98.8% | $15,912-100.0% | $430-98.7% |