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 | $9,328 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $54,386 | $52,525+3.5% | $117,472-53.7% | $77,904-30.2% |
| Participation rate | 35.2% | 61.6%-26.4pp | 70.6%-35.4pp | 73.7%-38.5pp |
| Annual return | -14.54% | -13.76%-0.8pp | 29.74%-44.3pp | 12.21%-26.7pp |
| Employer contribution / active EE | $0 | $2,166-100.0% | $4,176-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,454 | $3,087-52.9% | $4,070-64.3% | $4,806-69.7% |
| Admin fee / account holder | $21 | $99-79.3% | $5,645-99.6% | $133-84.5% |