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 SMITH Service code 99 · EIN 13-5674085 | Other Fees | $22,152 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $6,351 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,418 | $64,119-4.2% | $112,228-45.3% | $66,914-8.2% |
| Participation rate | 89.7% | 68.5%+21.3pp | 75.1%+14.7pp | 69.8%+19.9pp |
| Annual return | -10.22% | -13.81%+3.6pp | 27.45%-37.7pp | 1.58%-11.8pp |
| Employer contribution / active EE | $1,267 | $3,005-57.8% | $3,635-65.1% | $2,544-50.2% |
| Participant deferral / active EE | $4,069 | $3,693+10.2% | $4,728-13.9% | $4,237-4.0% |
| Admin fee / account holder | $279 | $625-55.3% | $6,410-95.6% | $593-52.9% |