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 | $29,367 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,594 | $78,419+24.5% | $133,956-27.1% | $73,409+32.9% |
| Participation rate | 95.3% | 78.6%+16.7pp | 79.8%+15.4pp | 72.2%+23.1pp |
| Annual return | 16.41% | 33.35%-16.9pp | 45.09%-28.7pp | 59.29%-42.9pp |
| Employer contribution / active EE | $3,122 | $2,044+52.8% | $3,919-20.3% | $2,234+39.8% |
| Participant deferral / active EE | $5,753 | $3,925+46.6% | $5,048+14.0% | $3,805+51.2% |
| Admin fee / account holder | $10 | $161-93.9% | $8,927-99.9% | $158-93.8% |