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 | $17,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,671 | $96,486-22.6% | $153,485-51.3% | $77,643-3.8% |
| Participation rate | 99.8% | 81.6%+18.2pp | 77.1%+22.7pp | 70.6%+29.2pp |
| Annual return | 12.68% | 14.44%-1.8pp | 15.65%-3.0pp | 31.24%-18.6pp |
| Employer contribution / active EE | $4,553 | $5,224-12.8% | $5,039-9.6% | $2,726+67.0% |
| Participant deferral / active EE | $4,696 | $6,609-28.9% | $6,757-30.5% | $4,647+1.1% |
| Admin fee / account holder | $31 | $182-82.9% | $12,724-99.8% | $430-92.8% |