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 | $62,856 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,968 |
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 | $68,543 | $56,767+20.7% | $101,794-32.7% | $85,563-19.9% |
| Participation rate | 84.4% | 57.6%+26.9pp | 69.2%+15.3pp | 66.0%+18.5pp |
| Annual return | 13.68% | 17.76%-4.1pp | 30.53%-16.8pp | 31.51%-17.8pp |
| Employer contribution / active EE | $666 | $1,112-40.1% | $2,289-70.9% | $2,654-74.9% |
| Participant deferral / active EE | $4,436 | $2,720+63.1% | $4,084+8.6% | $4,375+1.4% |
| Admin fee / account holder | $133 | $1,098-87.9% | $8,777-98.5% | $834-84.1% |