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 | $145,720 |
Filed as: CBIZ CPAS P.C. Service code 10 730 3RD AVENUE · NEW YORK, NY 10017 | Accounting | $29,000 |
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 | $69,247 | $58,644+18.1% | $177,989-61.1% | $199,593-65.3% |
| Participation rate | 93.3% | 65.5%+27.9pp | 77.1%+16.2pp | 72.0%+21.4pp |
| Annual return | 15.34% | 19.25%-3.9pp | 294.48%-279.1pp | 34.25%-18.9pp |
| Employer contribution / active EE | $1,202 | $1,801-33.3% | $3,949-69.6% | $3,034-60.4% |
| Participant deferral / active EE | $6,975 | $4,248+64.2% | $6,276+11.1% | $5,087+37.1% |
| Admin fee / account holder | $30 | $145-79.1% | $10,363-99.7% | $269-88.7% |