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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 | $38,938 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $133,803 | $60,795+120.1% | $69,455+92.6% | $65,185+105.3% |
| Participation rate | 96.2% | 74.9%+21.3pp | 74.6%+21.5pp | 70.2%+26.0pp |
| Annual return | 22.64% | 17.46%+5.2pp | 28.97%-6.3pp | 29.38%-6.7pp |
| Employer contribution / active EE | $10,278 | $2,452+319.2% | $2,779+269.8% | $2,177+372.2% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,535-100.0% | $3,514-100.0% |
| Admin fee / account holder | $3 | $314-99.2% | $3,839-99.9% | $847-99.7% |