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 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $24,377 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,138 |
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 | $70,932 | $65,390+8.5% | $169,368-58.1% | $71,457-0.7% |
| Participation rate | 76.1% | 67.0%+9.2pp | 77.1%-1.0pp | 67.9%+8.2pp |
| Annual return | 19.47% | 21.31%-1.8pp | 405.60%-386.1pp | 28.85%-9.4pp |
| Employer contribution / active EE | $3,197 | $2,079+53.8% | $4,013-20.3% | $2,588+23.6% |
| Participant deferral / active EE | $6,725 | $4,367+54.0% | $6,221+8.1% | $4,289+56.8% |
| Admin fee / account holder | $347 | $1,324-73.8% | $9,003-96.1% | $1,587-78.1% |