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 & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $114,606 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $149,327 | $119,446+25.0% | $150,045-0.5% | $85,563+74.5% |
| Participation rate | 66.5% | 75.4%-8.9pp | 82.3%-15.8pp | 66.0%+0.6pp |
| Annual return | 13.66% | 23.72%-10.1pp | 62.55%-48.9pp | 31.51%-17.9pp |
| Employer contribution / active EE | $1,698 | $4,078-58.4% | $4,693-63.8% | $2,654-36.0% |
| Participant deferral / active EE | $7,417 | $7,985-7.1% | $7,997-7.2% | $4,375+69.5% |
| Admin fee / account holder | $215 | $548-60.7% | $13,435-98.4% | $834-74.2% |