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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $150,731 |
PKF O'CONNOR DAVIES, LLP7 years Service code 70 · EIN 27-1728945 | Consulting Fees | $21,165 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,580 | $89,436+58.3% | $164,813-14.1% | $77,643+82.3% |
| Participation rate | 85.2% | 78.6%+6.6pp | 78.6%+6.6pp | 70.6%+14.6pp |
| Annual return | 13.99% | 28.83%-14.8pp | 69.93%-55.9pp | 31.24%-17.3pp |
| Employer contribution / active EE | $4,944 | $2,569+92.4% | $4,341+13.9% | $2,726+81.4% |
| Participant deferral / active EE | $7,543 | $4,897+54.0% | $6,031+25.1% | $4,647+62.3% |
| Admin fee / account holder | $349 | $339+2.7% | $12,690-97.3% | $430-19.0% |