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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $55,899 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,546 | $55,416-48.5% | $75,972-62.4% | $77,643-63.2% |
| Participation rate | 87.9% | 63.6%+24.3pp | 69.1%+18.8pp | 70.6%+17.3pp |
| Annual return | 13.10% | 17.07%-4.0pp | 359.55%-346.4pp | 31.24%-18.1pp |
| Employer contribution / active EE | $0 | $1,788-100.0% | $2,685-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,636 | $3,447-23.5% | $4,255-38.1% | $4,647-43.3% |
| Admin fee / account holder | $73 | $414-82.3% | $6,467-98.9% | $430-82.9% |