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 A BANK OF AMERICA COMPANY Service code 28 14636 N. SCOTTSDALE RD STE 325 · SCOTTSDALE, AZ 85254 | Investment Management | $56,667 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,927 | $100,923+94.1% | $150,045+30.6% | $74,304+163.7% |
| Participation rate | 99.4% | 70.1%+29.3pp | 82.3%+17.1pp | 60.3%+39.1pp |
| Annual return | 17.55% | 51.77%-34.2pp | 62.55%-45.0pp | 29.43%-11.9pp |
| Employer contribution / active EE | $17,370 | $3,463+401.5% | $4,693+270.1% | $2,241+675.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $235 | $2,767-91.5% | $13,435-98.2% | $2,969-92.1% |