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 |
|---|---|---|
DKSS2 years Service code 10 · EIN 38-1944367 | Accounting | $24,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,021 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,085 | $50,815+108.8% | $155,509-31.8% | $77,643+36.6% |
| Participation rate | 98.2% | 63.1%+35.1pp | 78.2%+20.0pp | 70.6%+27.7pp |
| Annual return | 10.63% | 34.80%-24.2pp | 64.67%-54.0pp | 31.24%-20.6pp |
| Employer contribution / active EE | $5,508 | $1,993+176.4% | $4,672+17.9% | $2,726+102.1% |
| Participant deferral / active EE | $6,973 | $2,822+147.1% | $5,626+23.9% | $4,647+50.0% |
| Admin fee / account holder | $77 | $437-82.3% | $15,912-99.5% | $430-82.1% |