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 | $20,449 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,727 | $50,385+2.7% | $75,670-31.6% | $62,292-17.0% |
| Participation rate | 95.1% | 67.7%+27.4pp | 72.3%+22.7pp | 69.5%+25.5pp |
| Annual return | 15.79% | 19.90%-4.1pp | 27.34%-11.6pp | 28.90%-13.1pp |
| Employer contribution / active EE | $5,166 | $1,537+236.0% | $2,352+119.7% | $2,042+153.0% |
| Participant deferral / active EE | $5,668 | $2,445+131.8% | $3,142+80.4% | $3,169+78.8% |
| Admin fee / account holder | $40 | $384-89.6% | $5,800-99.3% | $479-91.7% |