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 | $130,215 |
CLEARSTEAD ADVISORS, LLC2 years Service code 70 · EIN 34-1597728 | Consulting Fees | $104,998 |
Filed as: BRADY, WARE & SCHOENFELD, INC Service code 70 3601 RIGBY ROAD · DAYTON, OH 45342 | Consulting Fees | $9,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,807 | $124,049-34.9% | $95,952-15.8% | $93,223-13.3% |
| Participation rate | 98.0% | 88.4%+9.6pp | 77.1%+20.9pp | 74.9%+23.1pp |
| Annual return | 16.22% | 22.17%-5.9pp | 91.61%-75.4pp | 19.29%-3.1pp |
| Employer contribution / active EE | $613 | $3,478-82.4% | $2,541-75.9% | $2,680-77.1% |
| Participant deferral / active EE | $4,685 | $6,147-23.8% | $4,167+12.4% | $4,563+2.7% |
| Admin fee / account holder | $45 | $73-37.9% | $6,795-99.3% | $79-43.0% |