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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $102,784 |
SHANNON & ASSOCIATES, LLP9+ years Service code 10 1851 CENTRAL PLACE S · KENT, WA 98030 | Accounting | $12,792 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $119,123 | $54,193+119.8% | $93,606+27.3% | $77,643+53.4% |
| Participation rate | 60.9% | 63.9%-3.0pp | 68.7%-7.8pp | 70.6%-9.7pp |
| Annual return | 25.15% | 30.54%-5.4pp | 133.20%-108.0pp | 31.24%-6.1pp |
| Employer contribution / active EE | $1,460 | $1,168+25.0% | $2,420-39.7% | $2,726-46.4% |
| Participant deferral / active EE | $4,405 | $3,144+40.1% | $4,411-0.2% | $4,647-5.2% |
| Admin fee / account holder | $326 | $576-43.4% | $8,285-96.1% | $430-24.4% |