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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,649 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $28,237 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,915 | $59,159+35.1% | $159,960-50.0% | $66,914+19.4% |
| Participation rate | 96.4% | 68.1%+28.3pp | 78.0%+18.5pp | 69.8%+26.6pp |
| Annual return | -14.08% | -12.26%-1.8pp | 408.60%-422.7pp | 1.58%-15.7pp |
| Employer contribution / active EE | $4,273 | $1,983+115.5% | $4,226+1.1% | $2,544+67.9% |
| Participant deferral / active EE | $8,810 | $4,395+100.5% | $6,182+42.5% | $4,237+107.9% |
| Admin fee / account holder | $338 | $591-42.8% | $8,698-96.1% | $593-43.1% |