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 | $102,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $125,820 | $56,767+121.6% | $101,794+23.6% | $85,563+47.1% |
| Participation rate | 67.9% | 57.6%+10.3pp | 69.2%-1.3pp | 66.0%+1.9pp |
| Annual return | 16.68% | 17.76%-1.1pp | 30.53%-13.8pp | 31.51%-14.8pp |
| Employer contribution / active EE | $1,615 | $1,112+45.2% | $2,289-29.4% | $2,654-39.1% |
| Participant deferral / active EE | $4,586 | $2,720+68.6% | $4,084+12.3% | $4,375+4.8% |
| Admin fee / account holder | $279 | $1,098-74.6% | $8,777-96.8% | $834-66.6% |