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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,113 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $24,290 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,601 | $88,083-32.3% | $164,813-63.8% | $74,495-20.0% |
| Participation rate | 76.4% | 73.0%+3.3pp | 78.6%-2.2pp | 67.2%+9.2pp |
| Annual return | 11.28% | 17.26%-6.0pp | 69.93%-58.6pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $2,969 | $2,593+14.5% | $4,341-31.6% | $2,623+13.2% |
| Participant deferral / active EE | $4,692 | $4,498+4.3% | $6,031-22.2% | $4,346+8.0% |
| Admin fee / account holder | $232 | $2,234-89.6% | $12,690-98.2% | $1,942-88.1% |