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 |
|---|---|---|
DKSS3 years Service code 10 · EIN 38-1944367 | Accounting | $25,000 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,189 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,655 | $50,982+144.5% | $154,803-19.5% | $85,563+45.7% |
| Participation rate | 99.1% | 59.8%+39.3pp | 78.1%+21.1pp | 66.0%+33.2pp |
| Annual return | 15.77% | 30.35%-14.6pp | 58.88%-43.1pp | 31.51%-15.7pp |
| Employer contribution / active EE | $5,797 | $1,708+239.3% | $4,305+34.6% | $2,654+118.5% |
| Participant deferral / active EE | $7,511 | $2,474+203.6% | $5,540+35.6% | $4,375+71.7% |
| Admin fee / account holder | $80 | $846-90.6% | $14,329-99.4% | $834-90.4% |