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 3-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,241 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $13,982 |
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 | $81,036 | $87,870-7.8% | $113,168-28.4% | $74,304+9.1% |
| Participation rate | 87.4% | 70.7%+16.7pp | 76.6%+10.9pp | 60.3%+27.1pp |
| Annual return | 20.08% | 26.44%-6.4pp | 24.27%-4.2pp | 29.43%-9.4pp |
| Employer contribution / active EE | $3,146 | $2,277+38.2% | $2,975+5.8% | $2,241+40.4% |
| Participant deferral / active EE | $14,125 | $4,241+233.1% | $5,107+176.6% | $3,767+274.9% |
| Admin fee / account holder | $219 | $3,368-93.5% | $12,068-98.2% | $2,969-92.6% |