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 | $53,912 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,331 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,130 | $57,831-18.5% | $82,389-42.8% | $85,563-44.9% |
| Participation rate | 30.1% | 55.0%-24.9pp | 69.5%-39.4pp | 66.0%-35.9pp |
| Annual return | 14.03% | 17.86%-3.8pp | 28.67%-14.6pp | 31.51%-17.5pp |
| Employer contribution / active EE | $73 | $1,643-95.5% | $2,517-97.1% | $2,654-97.2% |
| Participant deferral / active EE | $1,495 | $3,118-52.1% | $4,155-64.0% | $4,375-65.8% |
| Admin fee / account holder | $175 | $1,391-87.4% | $7,231-97.6% | $834-79.1% |