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 | $6,941 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,409 | $119,446-9.2% | $150,045-27.7% | $85,563+26.7% |
| Participation rate | 70.7% | 75.4%-4.8pp | 82.3%-11.7pp | 66.0%+4.7pp |
| Annual return | 11.24% | 23.72%-12.5pp | 62.55%-51.3pp | 31.51%-20.3pp |
| Employer contribution / active EE | $6,112 | $4,078+49.9% | $4,693+30.2% | $2,654+130.3% |
| Participant deferral / active EE | $6,536 | $7,985-18.1% | $7,997-18.3% | $4,375+49.4% |
| Admin fee / account holder | $9 | $548-98.3% | $13,435-99.9% | $834-98.9% |