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 27 · EIN 13-5674085 | Advisory (Plan) | $17,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$489,016 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,086 | $81,908+115.0% | $90,749+94.0% | $64,808+171.7% |
| Participation rate | 91.8% | 80.5%+11.3pp | 75.7%+16.1pp | 71.5%+20.3pp |
| Annual return | -2.97% | -12.53%+9.6pp | -12.16%+9.2pp | 32.82%-35.8pp |
| Employer contribution / active EE | $8,136 | $3,065+165.4% | $2,921+178.5% | $2,506+224.7% |
| Participant deferral / active EE | $11,711 | $4,840+141.9% | $4,564+156.6% | $4,310+171.7% |
| Admin fee / account holder | -$20 | $157-112.6% | $8,445-100.2% | $188-110.5% |