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 Service code 28 · EIN 13-5674085 | Investment Management | $40,797 |
Service code 49 · EIN 16-6028820 | Other Services | $21,559 |
BONADIO & CO., LLP6+ years Service code 10 · EIN 16-1131146 | Accounting | $12,400 |
LIFETIME BENEFIT SOLUTIONS6+ years Service code 15 70 METRO PARK · ROCHESTER, NY 14623 | Recordkeeping | $7,008 |
Service code 49 · EIN 16-6093637 | Other Services | $5,413 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,546 | $78,672-24.3% | $109,143-45.4% | $85,850-30.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 10.72% | 25.09%-14.4pp | 25.75%-15.0pp | 318.53%-307.8pp |
| Employer contribution / active EE | $5,516 | $2,735+101.7% | $3,722+48.2% | $2,565+115.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $696 | $5,469-87.3% | $6,752-89.7% | $6,260-88.9% |