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 5-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 | $3,320 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,773 | $64,871+27.6% | $129,110-35.9% | $66,914+23.7% |
| Participation rate | 91.8% | 74.0%+17.8pp | 77.3%+14.5pp | 69.8%+22.0pp |
| Annual return | -14.73% | -12.21%-2.5pp | -10.94%-3.8pp | 1.58%-16.3pp |
| Employer contribution / active EE | $3,156 | $3,741-15.6% | $5,052-37.5% | $2,544+24.1% |
| Participant deferral / active EE | $7,435 | $5,090+46.1% | $6,542+13.7% | $4,237+75.5% |
| Admin fee / account holder | $16 | $629-97.4% | $14,302-99.9% | $593-97.3% |