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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $80,191 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 70 · EIN 38-2722519 | Consulting Fees | $22,500 |
MAYER HOFFMAN MCCANN P.C.5 years Service code 11 · EIN 43-1947695 | Actuarial | $21,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,197 | $63,321+33.0% | $68,791+22.4% | $77,904+8.1% |
| Participation rate | 74.5% | 71.1%+3.4pp | 69.0%+5.5pp | 73.7%+0.8pp |
| Annual return | -11.90% | -6.50%-5.4pp | -6.38%-5.5pp | 12.21%-24.1pp |
| Employer contribution / active EE | $3,024 | $2,794+8.3% | $2,655+13.9% | $2,848+6.2% |
| Participant deferral / active EE | $5,232 | $4,029+29.8% | $3,941+32.7% | $4,806+8.9% |
| Admin fee / account holder | $36 | $104-65.2% | $4,932-99.3% | $133-72.6% |