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 | $35,195 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,974 |
ADP BROKER-DEALER11+ 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 | $121,768 | $66,098+84.2% | $101,794+19.6% | $74,304+63.9% |
| Participation rate | 95.2% | 53.8%+41.4pp | 69.2%+26.0pp | 60.3%+34.8pp |
| Annual return | 15.17% | 19.59%-4.4pp | 30.53%-15.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $887 | $1,082-18.0% | $2,289-61.2% | $2,241-60.4% |
| Participant deferral / active EE | $4,792 | $2,781+72.3% | $4,084+17.3% | $3,767+27.2% |
| Admin fee / account holder | $246 | $4,146-94.1% | $8,777-97.2% | $2,969-91.7% |