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 | $180,151 |
Service code 70 · EIN 82-1674597 | Consulting Fees | $18,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,656 | $95,388+17.1% | $125,339-10.9% | $77,904+43.3% |
| Participation rate | 90.1% | 78.6%+11.5pp | 82.4%+7.7pp | 73.7%+16.4pp |
| Annual return | -14.91% | 116.19%-131.1pp | 572.05%-587.0pp | 12.21%-27.1pp |
| Employer contribution / active EE | $5,537 | $3,666+51.0% | $4,814+15.0% | $2,848+94.4% |
| Participant deferral / active EE | $9,797 | $7,711+27.1% | $7,446+31.6% | $4,806+103.9% |
| Admin fee / account holder | $139 | $119+16.8% | $10,010-98.6% | $133+4.8% |