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 33 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment management fees paid indir... | $67,813 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,768 | $59,328+88.4% | $118,925-6.0% | $73,488+52.1% |
| Participation rate | 91.8% | 62.3%+29.5pp | 75.4%+16.4pp | 70.7%+21.1pp |
| Annual return | 11.48% | 19.13%-7.7pp | 35.88%-24.4pp | 28.51%-17.0pp |
| Employer contribution / active EE | $3,076 | $1,803+70.5% | $3,263-5.7% | $2,270+35.5% |
| Participant deferral / active EE | $5,356 | $2,604+105.7% | $4,265+25.6% | $3,740+43.2% |
| Admin fee / account holder | $589 | $600-1.9% | $6,581-91.1% | $513+14.8% |