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 | $2,971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,164 | $66,457+53.7% | $81,382+25.5% | $77,643+31.6% |
| Participation rate | 68.7% | 68.7%0pp | 69.5%-0.8pp | 70.6%-1.9pp |
| Annual return | 12.00% | 15.93%-3.9pp | 24.73%-12.7pp | 31.24%-19.2pp |
| Employer contribution / active EE | $1,092 | $2,159-49.4% | $2,463-55.7% | $2,726-59.9% |
| Participant deferral / active EE | $3,523 | $3,679-4.2% | $3,883-9.3% | $4,647-24.2% |
| Admin fee / account holder | $10 | $583-98.3% | $5,768-99.8% | $430-97.7% |