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 | $12,083 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,594 | $78,419+34.7% | $133,956-21.2% | $73,409+43.8% |
| Participation rate | 85.8% | 78.6%+7.2pp | 79.8%+5.9pp | 72.2%+13.6pp |
| Annual return | 11.97% | 33.35%-21.4pp | 45.09%-33.1pp | 59.29%-47.3pp |
| Employer contribution / active EE | $1,376 | $2,044-32.7% | $3,919-64.9% | $2,234-38.4% |
| Participant deferral / active EE | $3,365 | $3,925-14.3% | $5,048-33.3% | $3,805-11.6% |
| Admin fee / account holder | $125 | $161-22.4% | $8,927-98.6% | $158-20.7% |