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 |
|---|---|---|
NIXON PEABODY LLP1 year Filed as: NIXON PEABODY, LLP Service code 10 53 STATE STREET · BOSTON, MA 02109 | Accounting | $56,981 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 200 PARK AVENUE 13TH FLOOR · NY, NY 10166 | Advisory (Participants) | $43,605 |
TMI CPA, P.C.2 years Service code 10 · EIN 47-2426908 | Accounting | $34,500 |
MLF CONSULTING GROUP INC5+ years Service code 11 · EIN 04-3629856 181 SOUTH FRANKLIN AVE SUITE 202 · VALLEY STREAM, NY 11581 | Actuarial | $9,000 |
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.
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 | $28,707 | $49,227-41.7% | $70,449-59.3% | $79,858-64.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 2.33% | 30.06%-27.7pp | 109.03%-106.7pp | 31.71%-29.4pp |
| Employer contribution / active EE | $11,364 | $2,099+441.4% | $2,737+315.2% | $2,471+359.9% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $641 | $2,878-77.7% | $3,845-83.3% | $5,306-87.9% |