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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $129,279 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $78,260 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,451 | $92,055-37.6% | $106,213-45.9% | $77,643-26.0% |
| Participation rate | 82.9% | 81.0%+1.9pp | 75.3%+7.6pp | 70.6%+12.3pp |
| Annual return | 15.35% | 17.91%-2.6pp | 116.14%-100.8pp | 31.24%-15.9pp |
| Employer contribution / active EE | $2,062 | $3,367-38.8% | $3,171-35.0% | $2,726-24.4% |
| Participant deferral / active EE | $3,581 | $5,386-33.5% | $5,016-28.6% | $4,647-23.0% |
| Admin fee / account holder | $246 | $219+12.5% | $11,033-97.8% | $430-42.7% |