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 | $2,045 |
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 | $135,474 | $85,766+58.0% | $136,294-0.6% | $70,131+93.2% |
| Participation rate | 98.7% | 74.2%+24.6pp | 81.9%+16.8pp | 69.5%+29.2pp |
| Annual return | 19.44% | 31.45%-12.0pp | 5155.94%-5136.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $3,026 | $2,966+2.0% | $4,695-35.6% | $2,342+29.2% |
| Participant deferral / active EE | $7,693 | $5,051+52.3% | $6,247+23.1% | $3,332+130.9% |
| Admin fee / account holder | $16 | $5,420-99.7% | $9,243-99.8% | $4,645-99.7% |