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 Service code 27 3455 PEACHTREE RD NE SUITE 1000 · ATLANTA, GA 30326 | Advisory (Plan) | $25,958 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,906 | $43,504-40.5% | $68,793-62.3% | $56,287-54.0% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.2%+27.8pp | 69.9%+30.1pp |
| Annual return | -3.95% | -3.15%-0.8pp | -4.63%+0.7pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,316 | $1,525-13.7% | $2,625-49.9% | $2,111-37.7% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,311-100.0% | $3,350-100.0% |
| Admin fee / account holder | $215 | $515-58.3% | $5,131-95.8% | $521-58.8% |