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 | $1,610 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,007 | $54,573+70.4% | $90,951+2.3% | $73,488+26.6% |
| Participation rate | 97.3% | 61.2%+36.2pp | 69.0%+28.3pp | 70.7%+26.7pp |
| Annual return | 11.56% | 16.69%-5.1pp | 134.60%-123.0pp | 28.51%-17.0pp |
| Employer contribution / active EE | $1,259 | $991+27.0% | $2,122-40.7% | $2,270-44.5% |
| Participant deferral / active EE | $5,761 | $2,517+128.9% | $3,373+70.8% | $3,740+54.0% |
| Admin fee / account holder | $6 | $521-98.8% | $5,959-99.9% | $513-98.8% |