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 Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $9,714 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,968 | $216,711-95.4% | $136,749-92.7% | $85,563-88.3% |
| Participation rate | 60.6% | 51.7%+8.9pp | 72.1%-11.5pp | 66.0%-5.4pp |
| Annual return | 17.35% | 15.26%+2.1pp | 24.33%-7.0pp | 31.51%-14.2pp |
| Employer contribution / active EE | $45 | $1,660-97.3% | $3,400-98.7% | $2,654-98.3% |
| Participant deferral / active EE | $870 | $2,635-67.0% | $4,692-81.5% | $4,375-80.1% |
| Admin fee / account holder | $27 | $1,223-97.8% | $11,386-99.8% | $834-96.7% |