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 | $1,918 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,394 | $104,317+9.7% | $159,436-28.3% | $86,799+31.8% |
| Participation rate | 84.8% | 77.7%+7.1pp | 82.8%+2.0pp | 72.3%+12.5pp |
| Annual return | 19.99% | 26.32%-6.3pp | 263.57%-243.6pp | 97.91%-77.9pp |
| Employer contribution / active EE | $5,254 | $3,451+52.3% | $4,829+8.8% | $2,405+118.4% |
| Participant deferral / active EE | $7,174 | $6,837+4.9% | $7,352-2.4% | $4,131+73.7% |
| Admin fee / account holder | $2 | $172-99.0% | $10,799-100.0% | $170-98.9% |