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, PIERCE, FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $14,986 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,016 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,400 | $55,415-50.6% | $155,509-82.4% | $74,495-63.2% |
| Participation rate | 80.0% | 61.9%+18.1pp | 78.2%+1.8pp | 67.2%+12.8pp |
| Annual return | 13.61% | 268.50%-254.9pp | 64.67%-51.1pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,051 | $2,267-9.5% | $4,672-56.1% | $2,623-21.8% |
| Participant deferral / active EE | $4,128 | $2,836+45.6% | $5,626-26.6% | $4,346-5.0% |
| Admin fee / account holder | $178 | $1,738-89.7% | $15,912-98.9% | $1,942-90.8% |