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 Service code 16 PO BOX 2016 · LAKEWOOD, NJ 08701 | Consulting | $40,000 |
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $32,008 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,266 | $74,188+72.9% | $115,756+10.8% | $64,808+97.9% |
| Participation rate | 96.0% | 76.2%+19.8pp | 77.1%+18.9pp | 71.5%+24.5pp |
| Annual return | -15.66% | -11.81%-3.9pp | 143.14%-158.8pp | 32.82%-48.5pp |
| Employer contribution / active EE | $2,230 | $3,365-33.7% | $3,793-41.2% | $2,506-11.0% |
| Participant deferral / active EE | $5,661 | $5,294+6.9% | $6,254-9.5% | $4,310+31.3% |
| Admin fee / account holder | $153 | $148+3.4% | $8,124-98.1% | $188-18.3% |