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 | $14,945 |
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 | $99,551 | $69,159+43.9% | $125,175-20.5% | $67,579+47.3% |
| Participation rate | 88.5% | 78.2%+10.3pp | 79.8%+8.7pp | 71.3%+17.2pp |
| Annual return | 19.92% | 27.12%-7.2pp | 43.79%-23.9pp | 378.56%-358.6pp |
| Employer contribution / active EE | $2,842 | $2,023+40.5% | $3,865-26.5% | $2,148+32.3% |
| Participant deferral / active EE | $3,542 | $3,700-4.3% | $4,937-28.3% | $3,539+0.1% |
| Admin fee / account holder | $209 | $142+47.1% | $9,702-97.9% | $142+46.5% |