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 8-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 Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $34,373 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,839 |
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 | $47,526 | $101,317-53.1% | $146,958-67.7% | $74,495-36.2% |
| Participation rate | 75.4% | 75.5%-0.2pp | 82.2%-6.8pp | 67.2%+8.2pp |
| Annual return | 19.04% | 8730.91%-8711.9pp | 418.34%-399.3pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $2,972 | $3,810-22.0% | $4,933-39.8% | $2,623+13.3% |
| Participant deferral / active EE | $7,655 | $7,303+4.8% | $8,070-5.1% | $4,346+76.2% |
| Admin fee / account holder | $263 | $1,739-84.9% | $12,998-98.0% | $1,942-86.5% |