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 8-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 | $1,835 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,049 | $82,274+127.3% | $152,466+22.7% | $79,386+135.6% |
| Participation rate | 96.6% | 76.4%+20.2pp | 78.2%+18.4pp | 70.7%+25.9pp |
| Annual return | 12.73% | 7959.84%-7947.1pp | 757.33%-744.6pp | 116.85%-104.1pp |
| Employer contribution / active EE | $3,887 | $3,613+7.6% | $4,327-10.2% | $2,427+60.1% |
| Participant deferral / active EE | $6,540 | $4,969+31.6% | $5,820+12.4% | $4,046+61.7% |
| Admin fee / account holder | $223 | $632-64.7% | $15,805-98.6% | $626-64.4% |