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 | $3,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,758 | $155,795-31.5% | $136,294-21.7% | $69,631+53.3% |
| Participation rate | 58.9% | 75.2%-16.4pp | 81.9%-23.1pp | 70.7%-11.8pp |
| Annual return | 19.07% | 232464.33%-232445.3pp | 5155.94%-5136.9pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $1,335 | $2,991-55.3% | $4,695-71.6% | $2,032-34.3% |
| Participant deferral / active EE | $5,193 | $5,394-3.7% | $6,247-16.9% | $3,224+61.1% |
| Admin fee / account holder | $5 | $128-96.4% | $9,243-100.0% | $110-95.8% |