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 | $39,454 |
Service code 49 · EIN 16-6028820 | Other Services | $21,480 |
BONADIO & CO., LLP7+ years Service code 10 · EIN 16-1131146 | Accounting | $12,600 |
ROBERT PIZZO, ESQ.7+ years Service code 29 · EIN 82-0553395 | Legal | $7,432 |
LIFETIME BENEFIT SOLUTIONS7+ years Service code 15 70 METRO PARK · ROCHESTER, NY 14623 | Recordkeeping | $6,891 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,229 | $64,707-19.3% | $112,228-53.5% | $68,494-23.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -10.52% | -11.40%+0.9pp | 27.45%-38.0pp | -7.84%-2.7pp |
| Employer contribution / active EE | $5,650 | $2,746+105.8% | $3,635+55.5% | $2,596+117.6% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $714 | $5,232-86.4% | $6,410-88.9% | $5,403-86.8% |