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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $72,274 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,369 | $69,763+217.3% | $67,502+227.9% | $74,495+197.2% |
| Participation rate | 94.2% | 71.4%+22.8pp | 72.9%+21.3pp | 67.2%+27.0pp |
| Annual return | 12.66% | -40.34%+53.0pp | 3512.12%-3499.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $10,292 | $2,704+280.6% | $2,731+276.9% | $2,623+292.4% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,346-100.0% |
| Admin fee / account holder | $2 | $896-99.7% | $3,998-99.9% | $1,942-99.9% |