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 - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $38,011 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $892 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,002 | $84,487-21.9% | $125,339-47.3% | $66,914-1.4% |
| Participation rate | 51.4% | 76.4%-25.0pp | 82.4%-30.9pp | 69.8%-18.4pp |
| Annual return | -16.62% | -8.39%-8.2pp | 572.05%-588.7pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,266 | $3,553-64.4% | $4,814-73.7% | $2,544-50.2% |
| Participant deferral / active EE | $4,277 | $6,781-36.9% | $7,446-42.6% | $4,237+0.9% |
| Admin fee / account holder | $286 | $685-58.3% | $10,010-97.1% | $593-51.8% |