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 | $11,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,077 | $110,299+4.3% | $102,423+12.4% | $199,593-42.3% |
| Participation rate | 53.5% | 86.3%-32.7pp | 76.5%-23.0pp | 72.0%-18.4pp |
| Annual return | 15.29% | 35.73%-20.4pp | 29.32%-14.0pp | 34.25%-19.0pp |
| Employer contribution / active EE | $1,639 | $3,603-54.5% | $3,023-45.8% | $3,034-46.0% |
| Participant deferral / active EE | $4,148 | $6,376-34.9% | $5,053-17.9% | $5,087-18.5% |
| Admin fee / account holder | $115 | $122-6.2% | $9,451-98.8% | $269-57.3% |