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 Service code 26 | Advisory (Participants) | $11,491 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,406 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,674 | $87,870-74.2% | $113,168-80.0% | $74,304-69.5% |
| Participation rate | 98.1% | 70.7%+27.3pp | 76.6%+21.5pp | 60.3%+37.7pp |
| Annual return | 16.69% | 26.44%-9.7pp | 24.27%-7.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,931 | $2,277-15.2% | $2,975-35.1% | $2,241-13.8% |
| Participant deferral / active EE | $2,035 | $4,241-52.0% | $5,107-60.2% | $3,767-46.0% |
| Admin fee / account holder | $223 | $3,368-93.4% | $12,068-98.2% | $2,969-92.5% |