See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $40,675 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,213 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $5,638 |
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 | $70,239 | $104,475-32.8% | $159,436-55.9% | $79,386-11.5% |
| Participation rate | 88.5% | 76.6%+11.9pp | 82.8%+5.7pp | 70.7%+17.8pp |
| Annual return | 23.84% | 67.95%-44.1pp | 263.57%-239.7pp | 116.85%-93.0pp |
| Employer contribution / active EE | $2,735 | $3,417-19.9% | $4,829-43.4% | $2,427+12.7% |
| Participant deferral / active EE | $6,410 | $6,467-0.9% | $7,352-12.8% | $4,046+58.4% |
| Admin fee / account holder | $408 | $711-42.6% | $10,799-96.2% | $626-34.8% |