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 | $27,786 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,014 | $68,914+61.1% | $136,749-18.8% | $74,304+49.4% |
| Participation rate | 70.6% | 51.3%+19.2pp | 72.1%-1.6pp | 60.3%+10.2pp |
| Annual return | 14.75% | 16.34%-1.6pp | 24.33%-9.6pp | 29.43%-14.7pp |
| Employer contribution / active EE | $2,188 | $1,561+40.1% | $3,400-35.6% | $2,241-2.4% |
| Participant deferral / active EE | $3,294 | $2,541+29.6% | $4,692-29.8% | $3,767-12.6% |
| Admin fee / account holder | $146 | $3,149-95.4% | $11,386-98.7% | $2,969-95.1% |