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 | $11,850 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,025 | $65,263+48.7% | $90,223+7.5% | $55,191+75.8% |
| Participation rate | 95.3% | 79.0%+16.3pp | 79.0%+16.2pp | 69.2%+26.1pp |
| Annual return | 0.49% | 2.81%-2.3pp | 1.31%-0.8pp | 10.78%-10.3pp |
| Employer contribution / active EE | $6,616 | $4,153+59.3% | $4,378+51.1% | $1,899+248.4% |
| Participant deferral / active EE | $11,159 | $5,564+100.5% | $5,792+92.6% | $3,046+266.3% |
| Admin fee / account holder | $29 | $116-74.7% | $7,406-99.6% | $91-67.7% |