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 | $77,800 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,738 |
ADP BROKER-DEALER10+ 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 | $103,038 | $89,436+15.2% | $164,813-37.5% | $77,643+32.7% |
| Participation rate | 85.5% | 78.6%+6.9pp | 78.6%+6.9pp | 70.6%+15.0pp |
| Annual return | 17.20% | 28.83%-11.6pp | 69.93%-52.7pp | 31.24%-14.0pp |
| Employer contribution / active EE | $2,623 | $2,569+2.1% | $4,341-39.6% | $2,726-3.8% |
| Participant deferral / active EE | $11,070 | $4,897+126.1% | $6,031+83.5% | $4,647+138.2% |
| Admin fee / account holder | $171 | $339-49.5% | $12,690-98.6% | $430-60.2% |