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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $66,217 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $30,975 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $11,000 |
Service code 29 · EIN 27-3629002 | Legal | $9,865 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,817 | $84,556-39.9% | $116,228-56.3% | $74,304-31.6% |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.6%+25.4pp | 60.3%+39.7pp |
| Annual return | 6.85% | 18.35%-11.5pp | 90.06%-83.2pp | 29.43%-22.6pp |
| Employer contribution / active EE | $7,620 | $2,168+251.5% | $2,994+154.5% | $2,241+240.0% |
| Participant deferral / active EE | $0 | $3,814-100.0% | $4,953-100.0% | $3,767-100.0% |
| Admin fee / account holder | $854 | $3,792-77.5% | $11,989-92.9% | $2,969-71.2% |