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 & SMITH10+ years Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $170,813 |
Service code 16 · EIN 43-1451524 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Consulting | $65,000 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $35,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,496 | $89,436+80.6% | $164,813-2.0% | $77,643+108.0% |
| Participation rate | 53.4% | 78.6%-25.3pp | 78.6%-25.2pp | 70.6%-17.2pp |
| Annual return | 15.31% | 28.83%-13.5pp | 69.93%-54.6pp | 31.24%-15.9pp |
| Employer contribution / active EE | $2,052 | $2,569-20.1% | $4,341-52.7% | $2,726-24.7% |
| Participant deferral / active EE | $4,726 | $4,897-3.5% | $6,031-21.6% | $4,647+1.7% |
| Admin fee / account holder | $218 | $339-35.8% | $12,690-98.3% | $430-49.4% |