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 RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $37,692 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,320 |
Filed as: H & P TECHNOLOGIES INC Service code 50 23751 AMBER AVE · WARREN, MI 48089 | Direct Payment | $11,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,627 | $88,083+40.4% | $164,813-25.0% | $74,495+66.0% |
| Participation rate | 81.1% | 73.0%+8.0pp | 78.6%+2.5pp | 67.2%+13.9pp |
| Annual return | 17.71% | 17.26%+0.4pp | 69.93%-52.2pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $1,210 | $2,593-53.4% | $4,341-72.1% | $2,623-53.9% |
| Participant deferral / active EE | $7,052 | $4,498+56.8% | $6,031+16.9% | $4,346+62.3% |
| Admin fee / account holder | $396 | $2,234-82.3% | $12,690-96.9% | $1,942-79.6% |