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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 |
|---|---|---|
DELOITTE & TOUCHE LLP10+ years Service code 10 · EIN 86-1065772 | Accounting | $55,252 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $18,730 |
Annual investment return 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 | $222,704 | $129,021+72.6% | $184,203+20.9% | $77,643+186.8% |
| Participation rate | 90.8% | 87.3%+3.4pp | 86.8%+3.9pp | 70.6%+20.2pp |
| Annual return | 9.93% | 33.27%-23.3pp | 28.81%-18.9pp | 31.24%-21.3pp |
| Employer contribution / active EE | $9,218 | $4,413+108.9% | $6,427+43.4% | $2,726+238.2% |
| Participant deferral / active EE | $4,988 | $7,297-31.6% | $9,131-45.4% | $4,647+7.3% |
| Admin fee / account holder | $146 | $254-42.6% | $13,901-99.0% | $430-66.1% |