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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $43,120 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,677 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,386 | $58,879+209.8% | $178,490+2.2% | $73,488+148.2% |
| Participation rate | 98.0% | 66.2%+31.8pp | 81.9%+16.1pp | 70.7%+27.3pp |
| Annual return | 13.87% | 24.86%-11.0pp | 151.07%-137.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $6,351 | $2,236+184.0% | $5,011+26.8% | $2,270+179.8% |
| Participant deferral / active EE | $5,099 | $2,567+98.6% | $5,202-2.0% | $3,740+36.3% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |