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: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $8,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,646 | $30,086-8.1% | $61,373-55.0% | $64,808-57.3% |
| Participation rate | 17.6% | 36.4%-18.8pp | 52.6%-35.0pp | 71.5%-53.9pp |
| Annual return | -14.33% | -13.99%-0.3pp | 338.61%-352.9pp | 32.82%-47.1pp |
| Employer contribution / active EE | $477 | $536-11.1% | $1,159-58.9% | $2,506-81.0% |
| Participant deferral / active EE | $448 | $1,126-60.2% | $2,125-78.9% | $4,310-89.6% |
| Admin fee / account holder | $44 | $148-70.1% | $2,130-97.9% | $188-76.4% |