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 & SMITH11+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $50,680 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,850 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $64,976 | $131,799-50.7% | $200,582-67.6% | $85,563-24.1% |
| Participation rate | 95.3% | 87.9%+7.4pp | 86.9%+8.4pp | 66.0%+29.3pp |
| Annual return | 20.07% | 21.59%-1.5pp | 42.33%-22.3pp | 31.51%-11.4pp |
| Employer contribution / active EE | $3,612 | $4,532-20.3% | $6,419-43.7% | $2,654+36.1% |
| Participant deferral / active EE | $6,506 | $7,702-15.5% | $9,331-30.3% | $4,375+48.7% |
| Admin fee / account holder | $122 | $235-48.2% | $16,305-99.3% | $834-85.4% |