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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $194,935 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $124,719 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,053 | $89,178-33.8% | $91,541-35.5% | $102,872-42.6% |
| Participation rate | 96.8% | 79.7%+17.2pp | 69.8%+27.1pp | 73.0%+23.8pp |
| Annual return | 18.67% | 14.52%+4.2pp | 20.50%-1.8pp | 19.06%-0.4pp |
| Employer contribution / active EE | $3,656 | $3,455+5.8% | $2,505+46.0% | $3,526+3.7% |
| Participant deferral / active EE | $6,465 | $4,657+38.8% | $4,008+61.3% | $5,535+16.8% |
| Admin fee / account holder | $227 | $134+69.2% | $6,956-96.7% | $292-22.3% |