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 & SMIT Service code 16 · EIN 13-5674085 | Consulting | $35,390 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,918 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,261 | $185,342-50.2% | $111,297-17.1% | $86,799+6.3% |
| Participation rate | 97.7% | 81.0%+16.7pp | 77.3%+20.4pp | 72.3%+25.4pp |
| Annual return | 15.64% | 500.80%-485.2pp | 54.65%-39.0pp | 97.91%-82.3pp |
| Employer contribution / active EE | $2,345 | $2,246+4.4% | $2,731-14.1% | $2,405-2.5% |
| Participant deferral / active EE | $4,430 | $4,458-0.6% | $4,487-1.3% | $4,131+7.2% |
| Admin fee / account holder | $75 | $255-70.5% | $7,964-99.1% | $170-55.6% |