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 | $800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $473,818 | $122,239+287.6% | $184,203+157.2% | $74,495+536.0% |
| Participation rate | 93.8% | 85.5%+8.4pp | 86.8%+7.0pp | 67.2%+26.6pp |
| Annual return | 25.75% | 19.95%+5.8pp | 28.81%-3.1pp | 1364.94%-1339.2pp |
| Employer contribution / active EE | $9,317 | $4,537+105.3% | $6,427+45.0% | $2,623+255.2% |
| Participant deferral / active EE | $20,822 | $7,139+191.7% | $9,131+128.0% | $4,346+379.1% |
| Admin fee / account holder | $1,223 | $1,260-2.9% | $13,901-91.2% | $1,942-37.0% |