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 | $1,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,474 | $47,898+28.3% | $117,472-47.7% | $64,808-5.1% |
| Participation rate | 45.9% | 61.9%-16.0pp | 70.6%-24.7pp | 71.5%-25.5pp |
| Annual return | -13.62% | -15.54%+1.9pp | 29.74%-43.4pp | 32.82%-46.4pp |
| Employer contribution / active EE | $1,302 | $1,774-26.6% | $4,176-68.8% | $2,506-48.0% |
| Participant deferral / active EE | $5,402 | $3,151+71.5% | $4,070+32.7% | $4,310+25.3% |
| Admin fee / account holder | $6 | $132-95.5% | $5,645-99.9% | $188-96.8% |