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 6-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 | $66,141 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,948 | $84,487-38.5% | $125,339-58.6% | $66,914-22.4% |
| Participation rate | 99.0% | 76.4%+22.6pp | 82.4%+16.6pp | 69.8%+29.2pp |
| Annual return | -12.78% | -8.39%-4.4pp | 572.05%-584.8pp | 1.58%-14.4pp |
| Employer contribution / active EE | $7,357 | $3,553+107.1% | $4,814+52.8% | $2,544+189.2% |
| Participant deferral / active EE | $6,316 | $6,781-6.9% | $7,446-15.2% | $4,237+49.1% |
| Admin fee / account holder | $298 | $685-56.5% | $10,010-97.0% | $593-49.8% |