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 & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $123,395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $142,626 | $106,028+34.5% | $146,958-2.9% | $77,643+83.7% |
| Participation rate | 64.2% | 78.4%-14.1pp | 82.2%-17.9pp | 70.6%-6.3pp |
| Annual return | 14.77% | 56.73%-42.0pp | 418.34%-403.6pp | 31.24%-16.5pp |
| Employer contribution / active EE | $1,543 | $4,063-62.0% | $4,933-68.7% | $2,726-43.4% |
| Participant deferral / active EE | $6,919 | $7,990-13.4% | $8,070-14.3% | $4,647+48.9% |
| Admin fee / account holder | $236 | $337-30.2% | $12,998-98.2% | $430-45.3% |