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 9-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 | $3,421 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,812 | $119,446-32.3% | $150,045-46.1% | $85,563-5.6% |
| Participation rate | 93.9% | 75.4%+18.5pp | 82.3%+11.6pp | 66.0%+27.9pp |
| Annual return | 24.35% | 23.72%+0.6pp | 62.55%-38.2pp | 31.51%-7.2pp |
| Employer contribution / active EE | $4,471 | $4,078+9.6% | $4,693-4.7% | $2,654+68.5% |
| Participant deferral / active EE | $12,380 | $7,985+55.1% | $7,997+54.8% | $4,375+183.0% |
| Admin fee / account holder | $7 | $548-98.7% | $13,435-99.9% | $834-99.1% |