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) | $10,398 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,783 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,675 | $65,435-77.6% | $86,677-83.1% | $66,914-78.1% |
| Participation rate | 97.0% | 75.5%+21.5pp | 76.6%+20.4pp | 69.8%+27.2pp |
| Annual return | -16.86% | -10.89%-6.0pp | 35.91%-52.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,809 | $2,153-16.0% | $2,836-36.2% | $2,544-28.9% |
| Participant deferral / active EE | $1,534 | $4,100-62.6% | $4,656-67.1% | $4,237-63.8% |
| Admin fee / account holder | $198 | $642-69.2% | $7,493-97.4% | $593-66.7% |