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 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $93,334 |
Service code 16 · EIN 43-1451524 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Consulting | $65,000 |
BDO USA, LLP4 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $36,250 |
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 | $178,018 | $108,549+64.0% | $156,263+13.9% | $85,563+108.1% |
| Participation rate | 55.7% | 77.1%-21.4pp | 78.9%-23.2pp | 66.0%-10.3pp |
| Annual return | 15.00% | 21.79%-6.8pp | 59.47%-44.5pp | 31.51%-16.5pp |
| Employer contribution / active EE | $2,168 | $2,690-19.4% | $4,333-50.0% | $2,654-18.3% |
| Participant deferral / active EE | $4,796 | $4,800-0.1% | $6,158-22.1% | $4,375+9.6% |
| Admin fee / account holder | $161 | $650-75.2% | $14,255-98.9% | $834-80.7% |