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 | $59,173 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $156,102 | $60,989+156.0% | $60,874+156.4% | $66,914+133.3% |
| Participation rate | 95.4% | 74.5%+21.0pp | 73.1%+22.3pp | 69.8%+25.6pp |
| Annual return | -17.42% | -9.60%-7.8pp | 16.90%-34.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $10,323 | $2,661+288.0% | $2,701+282.1% | $2,544+305.7% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,817-100.0% | $4,237-100.0% |
| Admin fee / account holder | $516 | $338+52.6% | $3,224-84.0% | $593-13.0% |