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 |
|---|---|---|
PIERCE, FENNER AND SMITH6 years Filed as: ML, PIERCE, FENNER AND SMITH Service code 19 · EIN 13-5674085 | Securities Custodian | $24,828 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,013 | $65,435-77.1% | $86,677-82.7% | $66,914-77.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -13.75% | -10.89%-2.9pp | 35.91%-49.7pp | 1.58%-15.3pp |
| Employer contribution / active EE | $307 | $2,153-85.8% | $2,836-89.2% | $2,544-87.9% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $180 | $642-71.9% | $7,493-97.6% | $593-69.6% |