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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $72,362 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,719 | $92,055-82.9% | $106,213-85.2% | $77,643-79.8% |
| Participation rate | 90.8% | 81.0%+9.7pp | 75.3%+15.5pp | 70.6%+20.2pp |
| Annual return | 12.47% | 17.91%-5.4pp | 116.14%-103.7pp | 31.24%-18.8pp |
| Employer contribution / active EE | $1,632 | $3,367-51.5% | $3,171-48.6% | $2,726-40.1% |
| Participant deferral / active EE | $2,256 | $5,386-58.1% | $5,016-55.0% | $4,647-51.5% |
| Admin fee / account holder | $128 | $219-41.8% | $11,033-98.8% | $430-70.4% |