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 | $21,300 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,378 | $241,101-81.6% | $103,333-57.1% | $199,593-77.8% |
| Participation rate | 92.5% | 78.3%+14.2pp | 74.5%+18.0pp | 72.0%+20.5pp |
| Annual return | 11.29% | 17.80%-6.5pp | 24.88%-13.6pp | 34.25%-23.0pp |
| Employer contribution / active EE | $1,489 | $4,244-64.9% | $3,868-61.5% | $3,034-50.9% |
| Participant deferral / active EE | $3,306 | $3,958-16.5% | $5,057-34.6% | $5,087-35.0% |
| Admin fee / account holder | $10 | $288-96.5% | $8,355-99.9% | $269-96.3% |