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 SMITH Service code 27 · EIN 13-5674085 1400 AMERICAN BLVD, BLDG 4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $37,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,682 | $88,083-26.6% | $164,813-60.8% | $74,495-13.2% |
| Participation rate | 63.8% | 73.0%-9.2pp | 78.6%-14.8pp | 67.2%-3.4pp |
| Annual return | 13.10% | 17.26%-4.2pp | 69.93%-56.8pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $690 | $2,593-73.4% | $4,341-84.1% | $2,623-73.7% |
| Participant deferral / active EE | $5,346 | $4,498+18.9% | $6,031-11.4% | $4,346+23.0% |
| Admin fee / account holder | $388 | $2,234-82.6% | $12,690-96.9% | $1,942-80.0% |