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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,033 | $411,933-81.1% | $130,648-40.3% | - |
| Participation rate | 53.0% | 58.7%-5.7pp | 71.7%-18.7pp | - |
| Annual return | 23.08% | 4.27%+18.8pp | 1708.96%-1685.9pp | - |
| Employer contribution / active EE | $1,124 | $1,020+10.2% | $4,092-72.5% | - |
| Participant deferral / active EE | $4,276 | $2,902+47.4% | $3,603+18.7% | - |
| Admin fee / account holder | $5 | $16,936-100.0% | $5,464-99.9% | - |