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 | $4,905 |
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 | $129,838 | $103,918+24.9% | $94,646+37.2% | $80,160+62.0% |
| Participation rate | 88.1% | 85.8%+2.3pp | 80.8%+7.3pp | 72.9%+15.2pp |
| Annual return | 19.15% | 27.77%-8.6pp | 156.71%-137.6pp | 40.38%-21.2pp |
| Employer contribution / active EE | $5,522 | $3,539+56.0% | $3,672+50.4% | $2,978+85.4% |
| Participant deferral / active EE | $10,294 | $9,528+8.0% | $7,418+38.8% | $5,017+105.2% |
| Admin fee / account holder | $3 | $96-97.4% | $7,231-100.0% | $145-98.2% |