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 & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $117,799 |
DKSS3 years Service code 10 · EIN 38-1944367 | Accounting | $25,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,565 | $50,815+139.2% | $155,509-21.8% | $77,643+56.6% |
| Participation rate | 86.1% | 63.1%+22.9pp | 78.2%+7.9pp | 70.6%+15.5pp |
| Annual return | 12.09% | 34.80%-22.7pp | 64.67%-52.6pp | 31.24%-19.1pp |
| Employer contribution / active EE | $7,221 | $1,993+262.4% | $4,672+54.5% | $2,726+164.9% |
| Participant deferral / active EE | $5,958 | $2,822+111.1% | $5,626+5.9% | $4,647+28.2% |
| Admin fee / account holder | $47 | $437-89.2% | $15,912-99.7% | $430-89.1% |