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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $73,877 |
MONNIER & CO6 years Filed as: MONNIER & CO. Service code 10 · EIN 34-1236295 | Accounting | $14,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,830 | $87,870+223.0% | $113,168+150.8% | $74,304+282.0% |
| Participation rate | 83.1% | 70.7%+12.3pp | 76.6%+6.5pp | 60.3%+22.7pp |
| Annual return | 14.32% | 26.44%-12.1pp | 24.27%-9.9pp | 29.43%-15.1pp |
| Employer contribution / active EE | $10,601 | $2,277+365.6% | $2,975+256.3% | $2,241+373.0% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $799 | $3,368-76.3% | $12,068-93.4% | $2,969-73.1% |