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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,588 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,519 | $89,248+51.8% | $136,007-0.4% | $74,495+81.9% |
| Participation rate | 78.9% | 69.4%+9.5pp | 76.5%+2.4pp | 67.2%+11.7pp |
| Annual return | 7.72% | 22.76%-15.0pp | 579.32%-571.6pp | 1364.94%-1357.2pp |
| Employer contribution / active EE | $2,826 | $2,838-0.4% | $4,217-33.0% | $2,623+7.8% |
| Participant deferral / active EE | $5,447 | $4,598+18.5% | $7,025-22.5% | $4,346+25.3% |
| Admin fee / account holder | $10 | $1,545-99.3% | $6,858-99.8% | $1,942-99.5% |