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 | $9,840 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,175 | $81,908+4.0% | $90,749-6.1% | $64,808+31.4% |
| Participation rate | 96.9% | 80.5%+16.4pp | 75.7%+21.2pp | 71.5%+25.4pp |
| Annual return | -13.57% | -12.53%-1.0pp | -12.16%-1.4pp | 32.82%-46.4pp |
| Employer contribution / active EE | $2,004 | $3,065-34.6% | $2,921-31.4% | $2,506-20.0% |
| Participant deferral / active EE | $4,941 | $4,840+2.1% | $4,564+8.2% | $4,310+14.6% |
| Admin fee / account holder | $12 | $157-92.3% | $8,445-99.9% | $188-93.5% |