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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 | $65,208 |
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 | $185,044 | $65,557+182.3% | $64,056+188.9% | $71,457+159.0% |
| Participation rate | 94.2% | 73.2%+21.1pp | 72.3%+21.9pp | 67.9%+26.3pp |
| Annual return | 16.96% | 18.94%-2.0pp | 33.69%-16.7pp | 28.85%-11.9pp |
| Employer contribution / active EE | $10,490 | $2,669+293.1% | $2,747+281.9% | $2,588+305.4% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $3,880-100.0% | $4,289-100.0% |
| Admin fee / account holder | $2 | $616-99.6% | $3,068-99.9% | $1,587-99.9% |