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 Service code 27 · EIN 13-5674085 | Advisory (Plan) | $52,500 |
RSM US LLP8 years Service code 10 · EIN 42-0714432 | Accounting | $36,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,979 |
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 | $152,967 | $88,480+72.9% | $96,683+58.2% | $80,160+90.8% |
| Participation rate | 88.1% | 79.9%+8.2pp | 74.3%+13.8pp | 72.9%+15.2pp |
| Annual return | 20.47% | 22.53%-2.1pp | 35.69%-15.2pp | 40.38%-19.9pp |
| Employer contribution / active EE | $2,813 | $4,176-32.6% | $3,737-24.7% | $2,978-5.5% |
| Participant deferral / active EE | $10,224 | $3,959+158.3% | $4,878+109.6% | $5,017+103.8% |
| Admin fee / account holder | $77 | $212-63.8% | $6,730-98.9% | $145-47.1% |