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 |
|---|---|---|
MERIT FINANCIAL GROUP, LLC2 years Filed as: MERIT FINANCIAL GROUP LLC Service code 99 · EIN 45-3686413 | Other Fees | $14,508 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS CO INC Service code 49 · EIN 39-1894140 | Other Services | $1,960 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,651 | $159,934-91.5% | $147,005-90.7% | $145,959-90.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.34% | 98.24%-85.9pp | 418.76%-406.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $164,292 | $5,287+3007.3% | $4,934+3229.6% | $4,661+3425.0% |
| Participant deferral / active EE | $65,344 | $8,427+675.4% | $8,070+709.7% | $6,689+877.0% |
| Admin fee / account holder | $239 | $15,053-98.4% | $13,006-98.2% | $13,398-98.2% |