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 | $7,877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,788 | $66,528+78.6% | $86,874+36.7% | $86,799+36.9% |
| Participation rate | 70.3% | 72.4%-2.1pp | 71.6%-1.4pp | 72.3%-2.0pp |
| Annual return | 17.03% | 19.56%-2.5pp | 63.52%-46.5pp | 97.91%-80.9pp |
| Employer contribution / active EE | $2,769 | $2,007+37.9% | $2,495+11.0% | $2,405+15.1% |
| Participant deferral / active EE | $6,209 | $3,240+91.6% | $3,699+67.8% | $4,131+50.3% |
| Admin fee / account holder | $0 | $148-99.8% | $5,828-100.0% | $170-99.9% |