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 | $38,913 |
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 | $85,224 | $88,890-4.1% | $102,423-16.8% | $77,643+9.8% |
| Participation rate | 80.6% | 80.9%-0.4pp | 76.5%+4.1pp | 70.6%+10.0pp |
| Annual return | 14.04% | 24.98%-10.9pp | 29.32%-15.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,868 | $2,698-30.8% | $3,023-38.2% | $2,726-31.5% |
| Participant deferral / active EE | $5,608 | $5,145+9.0% | $5,053+11.0% | $4,647+20.7% |
| Admin fee / account holder | $154 | $235-34.4% | $9,451-98.4% | $430-64.1% |