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 4-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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,199 | $53,165-43.2% | $86,188-65.0% | $74,419-59.4% |
| Participation rate | 94.5% | 64.9%+29.7pp | 69.0%+25.6pp | 70.7%+23.8pp |
| Annual return | 22.62% | 22.64%0pp | 1168.45%-1145.8pp | 34.38%-11.8pp |
| Employer contribution / active EE | $2,105 | $1,210+74.0% | $2,380-11.6% | $2,637-20.2% |
| Participant deferral / active EE | $4,992 | $3,234+54.4% | $3,985+25.3% | $4,528+10.3% |
| Admin fee / account holder | $216 | $551-60.9% | $6,852-96.9% | $348-38.0% |