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 | $56,257 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,555 | $89,436+3.5% | $164,813-43.8% | $77,643+19.2% |
| Participation rate | 86.8% | 78.6%+8.2pp | 78.6%+8.2pp | 70.6%+16.3pp |
| Annual return | 19.62% | 28.83%-9.2pp | 69.93%-50.3pp | 31.24%-11.6pp |
| Employer contribution / active EE | $2,344 | $2,569-8.8% | $4,341-46.0% | $2,726-14.0% |
| Participant deferral / active EE | $6,135 | $4,897+25.3% | $6,031+1.7% | $4,647+32.0% |
| Admin fee / account holder | $47 | $339-86.3% | $12,690-99.6% | $430-89.2% |