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 19 · EIN 13-5674085 | Securities Custodian | $68,093 |
THE SEGAL COMPANY7+ years Filed as: BUCHBINDER TUNICK & CO., LLP Service code 10 · EIN 13-1578842 | Accounting | $26,521 |
THE SEGAL COMPANY7+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $11,000 |
Service code 29 · EIN 27-3629002 | Legal | $6,000 |
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 | $49,925 | $72,607-31.2% | $90,749-45.0% | $66,914-25.4% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -11.77% | -12.28%+0.5pp | -12.16%+0.4pp | 1.58%-13.4pp |
| Employer contribution / active EE | $5,084 | $2,369+114.6% | $2,921+74.1% | $2,544+99.8% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1,077 | $707+52.3% | $8,445-87.2% | $593+81.6% |