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 13 · EIN 42-0127290 | Contract Administrator | $73,446 |
Filed as: MERRILL LYNCH, PIERCE, Service code 17 · EIN 13-5674085 | Pension Consulting | $37,933 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,184 | $131,799-15.6% | $200,582-44.6% | $85,563+29.9% |
| Participation rate | 96.4% | 87.9%+8.5pp | 86.9%+9.5pp | 66.0%+30.4pp |
| Annual return | 14.80% | 21.59%-6.8pp | 42.33%-27.5pp | 31.51%-16.7pp |
| Employer contribution / active EE | $3,333 | $4,532-26.5% | $6,419-48.1% | $2,654+25.6% |
| Participant deferral / active EE | $6,394 | $7,702-17.0% | $9,331-31.5% | $4,375+46.1% |
| Admin fee / account holder | $193 | $235-17.9% | $16,305-98.8% | $834-76.9% |