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 10-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 | $4,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,970 | $93,131+99.7% | $106,548+74.5% | $86,799+114.3% |
| Participation rate | 89.8% | 81.4%+8.4pp | 76.1%+13.7pp | 72.3%+17.6pp |
| Annual return | 13.40% | 19.45%-6.1pp | 26.80%-13.4pp | 97.91%-84.5pp |
| Employer contribution / active EE | $7,176 | $2,895+147.8% | $2,819+154.6% | $2,405+198.3% |
| Participant deferral / active EE | $7,200 | $4,708+52.9% | $4,398+63.7% | $4,131+74.3% |
| Admin fee / account holder | $8 | $145-94.6% | $7,407-99.9% | $170-95.3% |