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 |
|---|---|---|
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $13,052 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,275 |
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 | $138,139 | $72,607+90.3% | $90,749+52.2% | $66,914+106.4% |
| Participation rate | 87.0% | 73.7%+13.4pp | 75.7%+11.3pp | 69.8%+17.2pp |
| Annual return | -10.58% | -12.28%+1.7pp | -12.16%+1.6pp | 1.58%-12.2pp |
| Employer contribution / active EE | $4,970 | $2,369+109.8% | $2,921+70.1% | $2,544+95.3% |
| Participant deferral / active EE | $9,228 | $3,977+132.0% | $4,564+102.2% | $4,237+117.8% |
| Admin fee / account holder | $117 | $707-83.4% | $8,445-98.6% | $593-80.3% |