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 Service code 15 · EIN 13-5674085 | Recordkeeping | $31,177 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,647 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,649 | $59,417+79.5% | $93,606+13.9% | $74,495+43.2% |
| Participation rate | 93.1% | 59.7%+33.4pp | 68.7%+24.4pp | 67.2%+25.9pp |
| Annual return | 14.02% | 81.83%-67.8pp | 133.20%-119.2pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $894 | $1,264-29.2% | $2,420-63.0% | $2,623-65.9% |
| Participant deferral / active EE | $4,904 | $3,050+60.8% | $4,411+11.2% | $4,346+12.8% |
| Admin fee / account holder | $199 | $3,021-93.4% | $8,285-97.6% | $1,942-89.7% |