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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $10,630 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,452 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,690 | $98,750-80.1% | $149,696-86.8% | $79,858-75.3% |
| Participation rate | 75.6% | 75.8%-0.2pp | 82.5%-6.9pp | 69.6%+5.9pp |
| Annual return | 15.21% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,413 | $3,216-25.0% | $4,644-48.0% | $2,471-2.3% |
| Participant deferral / active EE | $4,568 | $5,680-19.6% | $6,842-33.2% | $3,740+22.1% |
| Admin fee / account holder | $146 | $6,053-97.6% | $9,309-98.4% | $5,306-97.3% |