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,PIERCE,FENNER & SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $12,094 |
RETIREMENT PLANOLOGY INC1 year Filed as: RETIREMENT PLANOLOGY, INC Service code 27 · EIN 46-5341130 | Advisory (Plan) | $9,493 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,962 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,001 |
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 | $138,468 | $65,409+111.7% | $98,442+40.7% | $85,850+61.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 15.93% | 21.76%-5.8pp | 1492.73%-1476.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $5,989 | $2,168+176.3% | $2,960+102.4% | $2,565+133.5% |
| Participant deferral / active EE | $11,530 | $3,166+264.2% | $4,276+169.6% | $3,952+191.8% |
| Admin fee / account holder | $346 | $4,593-92.5% | $5,949-94.2% | $6,260-94.5% |