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 | Recordkeeping | $39,417 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,571 |
ADP BROKER-DEALER11+ 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 | $26,399 | $42,886-38.4% | $88,946-70.3% | $85,563-69.1% |
| Participation rate | 78.7% | 37.9%+40.7pp | 68.8%+9.8pp | 66.0%+12.7pp |
| Annual return | 18.36% | 44.56%-26.2pp | 57.82%-39.5pp | 31.51%-13.1pp |
| Employer contribution / active EE | $409 | $1,147-64.3% | $2,555-84.0% | $2,654-84.6% |
| Participant deferral / active EE | $3,538 | $2,108+67.8% | $4,581-22.8% | $4,375-19.1% |
| Admin fee / account holder | $122 | $2,263-94.6% | $8,261-98.5% | $834-85.4% |