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 Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $71,316 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS Service code 70 · EIN 48-1305000 | Consulting Fees | $45,563 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,815 | $129,021+28.5% | $184,203-10.0% | $77,643+113.6% |
| Participation rate | 97.3% | 87.3%+10.0pp | 86.8%+10.5pp | 70.6%+26.7pp |
| Annual return | 12.91% | 33.27%-20.4pp | 28.81%-15.9pp | 31.24%-18.3pp |
| Employer contribution / active EE | $4,680 | $4,413+6.1% | $6,427-27.2% | $2,726+71.7% |
| Participant deferral / active EE | $8,586 | $7,297+17.7% | $9,131-6.0% | $4,647+84.8% |
| Admin fee / account holder | $180 | $254-28.9% | $13,901-98.7% | $430-58.1% |