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 | $156,901 |
MARCUM LLP2 years Service code 10 PO BOX 95000-2288 · PHILADELPHIA, PA 191950001 | Accounting | $26,500 |
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 | $59,345 | $50,574+17.3% | $169,368-65.0% | $80,160-26.0% |
| Participation rate | 93.5% | 67.8%+25.7pp | 77.1%+16.3pp | 72.9%+20.5pp |
| Annual return | 20.87% | 22.92%-2.0pp | 405.60%-384.7pp | 40.38%-19.5pp |
| Employer contribution / active EE | $1,179 | $1,693-30.4% | $4,013-70.6% | $2,978-60.4% |
| Participant deferral / active EE | $6,744 | $4,164+61.9% | $6,221+8.4% | $5,017+34.4% |
| Admin fee / account holder | $31 | $107-70.8% | $9,003-99.7% | $145-78.5% |