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 | $48,595 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,559 | $102,317+40.3% | $146,958-2.3% | $80,856+77.5% |
| Participation rate | 90.4% | 75.8%+14.5pp | 82.2%+8.2pp | 67.6%+22.7pp |
| Annual return | 12.58% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,398 | $3,713-8.5% | $4,933-31.1% | $2,755+23.4% |
| Participant deferral / active EE | $6,184 | $6,644-6.9% | $8,070-23.4% | $4,296+44.0% |
| Admin fee / account holder | $506 | $7,941-93.6% | $12,998-96.1% | $6,918-92.7% |