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 4-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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $71,572 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,238 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,622 | $82,274+77.0% | $152,466-4.5% | $79,386+83.4% |
| Participation rate | 99.1% | 76.4%+22.7pp | 78.2%+20.9pp | 70.7%+28.4pp |
| Annual return | 14.37% | 7959.84%-7945.5pp | 757.33%-743.0pp | 116.85%-102.5pp |
| Employer contribution / active EE | $9,283 | $3,613+157.0% | $4,327+114.5% | $2,427+282.4% |
| Participant deferral / active EE | $8,591 | $4,969+72.9% | $5,820+47.6% | $4,046+112.4% |
| Admin fee / account holder | $280 | $632-55.7% | $15,805-98.2% | $626-55.3% |