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 | $123,929 |
PKF O'CONNOR DAVIES, LLP4 years Service code 70 · EIN 27-1728945 | Consulting Fees | $11,401 |
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 | $140,558 | $86,225+63.0% | $146,665-4.2% | $86,799+61.9% |
| Participation rate | 85.3% | 78.0%+7.3pp | 80.1%+5.2pp | 72.3%+13.0pp |
| Annual return | 25.29% | 31.23%-5.9pp | 22.74%+2.5pp | 97.91%-72.6pp |
| Employer contribution / active EE | $3,019 | $2,392+26.2% | $4,136-27.0% | $2,405+25.5% |
| Participant deferral / active EE | $6,533 | $4,245+53.9% | $5,506+18.6% | $4,131+58.1% |
| Admin fee / account holder | $331 | $195+69.4% | $10,280-96.8% | $170+95.1% |