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 | $18,020 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,905 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,559 | $34,934+24.7% | $56,411-22.8% | $74,495-41.5% |
| Participation rate | 42.7% | 32.8%+9.9pp | 52.5%-9.7pp | 67.2%-24.5pp |
| Annual return | 11.20% | 25.94%-14.7pp | 1701.33%-1690.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $633 | $609+4.0% | $1,039-39.0% | $2,623-75.9% |
| Participant deferral / active EE | $2,184 | $1,170+86.6% | $1,952+11.9% | $4,346-49.7% |
| Admin fee / account holder | $143 | $2,364-94.0% | $2,829-95.0% | $1,942-92.7% |