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 | $8,275 |
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 | $113,302 | $66,750+69.7% | $105,722+7.2% | $57,658+96.5% |
| Participation rate | 95.2% | 79.2%+16.0pp | 78.9%+16.2pp | 70.2%+24.9pp |
| Annual return | 7.06% | 10.99%-3.9pp | 12.25%-5.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $7,170 | $3,766+90.4% | $4,079+75.8% | $1,974+263.3% |
| Participant deferral / active EE | $11,953 | $4,933+142.3% | $5,326+124.4% | $3,061+290.5% |
| Admin fee / account holder | $21 | $88-76.4% | $8,308-99.8% | $95-78.1% |