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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $11,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $107,559 | $99,078+8.6% | $96,544+11.4% | $74,419+44.5% |
| Participation rate | 51.7% | 80.7%-29.0pp | 76.0%-24.3pp | 70.7%-19.1pp |
| Annual return | 17.85% | 22.48%-4.6pp | 25.84%-8.0pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,600 | $2,570-37.7% | $2,965-46.0% | $2,637-39.3% |
| Participant deferral / active EE | $4,186 | $4,933-15.2% | $4,851-13.7% | $4,528-7.6% |
| Admin fee / account holder | $195 | $225-13.2% | $8,252-97.6% | $348-44.0% |