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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,545 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,572 | $69,823+36.9% | $77,163+23.9% | $74,419+28.4% |
| Participation rate | 66.2% | 70.0%-3.8pp | 69.6%-3.4pp | 70.7%-4.5pp |
| Annual return | 13.67% | 19.98%-6.3pp | 37.87%-24.2pp | 34.38%-20.7pp |
| Employer contribution / active EE | $1,029 | $2,150-52.1% | $2,535-59.4% | $2,637-61.0% |
| Participant deferral / active EE | $3,066 | $3,558-13.8% | $3,833-20.0% | $4,528-32.3% |
| Admin fee / account holder | $6 | $398-98.4% | $5,472-99.9% | $348-98.2% |