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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 7-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 | $14,180 |
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 | $214,717 | $78,485+173.6% | $106,213+102.2% | $74,495+188.2% |
| Participation rate | 99.1% | 72.8%+26.3pp | 75.3%+23.8pp | 67.2%+31.9pp |
| Annual return | 10.88% | 15.95%-5.1pp | 116.14%-105.3pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $6,074 | $2,523+140.8% | $3,171+91.5% | $2,623+131.6% |
| Participant deferral / active EE | $7,300 | $4,322+68.9% | $5,016+45.5% | $4,346+68.0% |
| Admin fee / account holder | $111 | $2,232-95.0% | $11,033-99.0% | $1,942-94.3% |