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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $9,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,656 | $62,544+14.6% | $129,207-44.5% | $199,593-64.1% |
| Participation rate | 30.5% | 56.8%-26.3pp | 69.6%-39.1pp | 72.0%-41.5pp |
| Annual return | 11.42% | 16.95%-5.5pp | 9417.33%-9405.9pp | 34.25%-22.8pp |
| Employer contribution / active EE | $0 | $2,394-100.0% | $4,153-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,391 | $3,123-55.5% | $4,168-66.6% | $5,087-72.7% |
| Admin fee / account holder | $24 | $167-85.6% | $7,715-99.7% | $269-91.0% |