Filed October 31, 2025 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $75,646 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,663 | $78,419+56.4% | $133,956-8.4% | $73,409+67.1% |
| Participation rate | 95.5% | 78.6%+16.9pp | 79.8%+15.7pp | 72.2%+23.4pp |
| Annual return | 17.04% | 33.35%-16.3pp | 45.09%-28.1pp | 59.29%-42.3pp |
| Employer contribution / active EE | $3,653 | $2,044+78.7% | $3,919-6.8% | $2,234+63.5% |
| Participant deferral / active EE | $6,477 | $3,925+65.0% | $5,048+28.3% | $3,805+70.2% |
| Admin fee / account holder | $130 | $161-19.7% | $8,927-98.5% | $158-17.9% |