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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,731 |
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 | $102,323 | $106,028-3.5% | $146,958-30.4% | $77,643+31.8% |
| Participation rate | 83.6% | 78.4%+5.2pp | 82.2%+1.4pp | 70.6%+13.0pp |
| Annual return | 12.90% | 56.73%-43.8pp | 418.34%-405.4pp | 31.24%-18.3pp |
| Employer contribution / active EE | $5,451 | $4,063+34.2% | $4,933+10.5% | $2,726+100.0% |
| Participant deferral / active EE | $7,123 | $7,990-10.9% | $8,070-11.7% | $4,647+53.3% |
| Admin fee / account holder | $2 | $337-99.5% | $12,998-100.0% | $430-99.6% |