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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $113,256 |
PKF O'CONNOR DAVIES, LLP3 years Service code 10 · EIN 27-1728945 | Accounting | $17,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $153,432 | $78,419+95.7% | $133,956+14.5% | $73,409+109.0% |
| Participation rate | 84.5% | 78.6%+5.9pp | 79.8%+4.7pp | 72.2%+12.3pp |
| Annual return | 15.07% | 33.35%-18.3pp | 45.09%-30.0pp | 59.29%-44.2pp |
| Employer contribution / active EE | $3,043 | $2,044+48.9% | $3,919-22.3% | $2,234+36.3% |
| Participant deferral / active EE | $6,461 | $3,925+64.6% | $5,048+28.0% | $3,805+69.8% |
| Admin fee / account holder | $413 | $161+155.7% | $8,927-95.4% | $158+161.3% |