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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,752 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $14,333 |
Filed as: LEGACY RETIREMENT SOLUTIONS LLC Service code 13 · EIN 27-3853858 | Contract Administrator | $5,366 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,728 | $70,908-10.1% | $98,907-35.6% | $73,488-13.3% |
| Participation rate | 80.2% | 73.8%+6.4pp | 76.0%+4.1pp | 70.7%+9.5pp |
| Annual return | 16.26% | 34.17%-17.9pp | 196.43%-180.2pp | 28.51%-12.3pp |
| Employer contribution / active EE | $3,135 | $2,036+53.9% | $2,689+16.6% | $2,270+38.1% |
| Participant deferral / active EE | $6,257 | $3,500+78.8% | $4,244+47.4% | $3,740+67.3% |
| Admin fee / account holder | $293 | $535-45.3% | $6,642-95.6% | $513-43.0% |