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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $36,705 |
PAYCHEX, INC.5 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $29,427 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,768 | $81,625+23.5% | $167,512-39.8% | $74,304+35.6% |
| Participation rate | 71.3% | 60.0%+11.3pp | 77.1%-5.8pp | 60.3%+11.0pp |
| Annual return | 16.51% | 26.09%-9.6pp | 1615.79%-1599.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $3,239 | $2,010+61.1% | $3,882-16.5% | $2,241+44.5% |
| Participant deferral / active EE | $7,265 | $4,115+76.6% | $6,405+13.4% | $3,767+92.8% |
| Admin fee / account holder | $563 | $3,474-83.8% | $9,769-94.2% | $2,969-81.0% |