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 | $59,172 |
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.
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 | $184,301 | $89,808+105.2% | $100,391+83.6% | $77,643+137.4% |
| Participation rate | 52.9% | 81.2%-28.3pp | 81.5%-28.6pp | 70.6%-17.7pp |
| Annual return | 15.85% | 20.62%-4.8pp | 49.20%-33.4pp | 31.24%-15.4pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,942-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,703 | $8,284-43.2% | $8,082-41.8% | $4,647+1.2% |
| Admin fee / account holder | $140 | $174-20.0% | $7,899-98.2% | $430-67.6% |