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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 | $45,934 |
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 | $161,110 | $65,322+146.6% | $70,449+128.7% | $73,488+119.2% |
| Participation rate | 96.0% | 77.0%+19.0pp | 75.1%+20.9pp | 70.7%+25.3pp |
| Annual return | 18.70% | 15.71%+3.0pp | 109.03%-90.3pp | 28.51%-9.8pp |
| Employer contribution / active EE | $10,364 | $2,460+321.4% | $2,737+278.7% | $2,270+356.6% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2 | $214-99.1% | $3,845-99.9% | $513-99.6% |