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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $15,925 |
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 | $52,260 | $54,193-3.6% | $93,606-44.2% | $77,643-32.7% |
| Participation rate | 77.3% | 63.9%+13.4pp | 68.7%+8.6pp | 70.6%+6.8pp |
| Annual return | 10.55% | 30.54%-20.0pp | 133.20%-122.6pp | 31.24%-20.7pp |
| Employer contribution / active EE | $833 | $1,168-28.7% | $2,420-65.6% | $2,726-69.5% |
| Participant deferral / active EE | $4,412 | $3,144+40.3% | $4,4110% | $4,647-5.1% |
| Admin fee / account holder | $33 | $576-94.2% | $8,285-99.6% | $430-92.3% |