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 |
|---|---|---|
HLB GROSS COLLINS3 years Service code 10 3330 CUMBERLAND BLVD SE · ATLANTA, GA 30339 | Accounting | $23,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $17,751 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,090 | $69,362-43.6% | $101,248-61.4% | $73,488-46.8% |
| Participation rate | 87.2% | 68.4%+18.8pp | 75.8%+11.4pp | 70.7%+16.6pp |
| Annual return | 14.36% | 18.46%-4.1pp | 46.47%-32.1pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,069 | $2,628-59.3% | $3,660-70.8% | $2,270-52.9% |
| Participant deferral / active EE | $1,459 | $3,300-55.8% | $4,370-66.6% | $3,740-61.0% |
| Admin fee / account holder | $140 | $704-80.2% | $5,945-97.7% | $513-72.8% |