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 | $35,985 | $54,193-33.6% | $93,606-61.6% | $77,643-53.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 68.7%+31.3pp | 70.6%+29.4pp |
| Annual return | 16.07% | 30.54%-14.5pp | 133.20%-117.1pp | 31.24%-15.2pp |
| Employer contribution / active EE | $2,339 | $1,168+100.2% | $2,420-3.4% | $2,726-14.2% |
| Participant deferral / active EE | $5,418 | $3,144+72.3% | $4,411+22.8% | $4,647+16.6% |
| Admin fee / account holder | $233 | $576-59.4% | $8,285-97.2% | $430-45.8% |