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 | $2,035 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,402 | $88,581+57.4% | $145,661-4.3% | $74,304+87.6% |
| Participation rate | 80.0% | 64.9%+15.1pp | 77.2%+2.8pp | 60.3%+19.7pp |
| Annual return | 13.79% | 34.30%-20.5pp | 101.46%-87.7pp | 29.43%-15.6pp |
| Employer contribution / active EE | $2,918 | $2,612+11.7% | $4,238-31.1% | $2,241+30.2% |
| Participant deferral / active EE | $5,713 | $4,151+37.6% | $7,198-20.6% | $3,767+51.7% |
| Admin fee / account holder | $13 | $2,953-99.6% | $12,466-99.9% | $2,969-99.6% |