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 | $33,164 |
Service code 49 · EIN 16-6028820 | Other Services | $23,493 |
BONADIO & CO., LLP8+ years Service code 10 · EIN 16-1131146 | Accounting | $12,800 |
ROBERT PIZZO, ESQ.8+ years Service code 29 · EIN 82-0553395 | Legal | $6,900 |
LIFETIME BENEFIT SOLUTIONS8+ years Service code 15 70 METRO PARK · ROCHESTER, NY 14623 | Recordkeeping | $6,494 |
Service code 49 · EIN 16-6093637 | Other Services | $5,107 |
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 | $52,811 | $73,933-28.6% | $96,683-45.4% | $75,163-29.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 7.28% | 26.70%-19.4pp | 35.69%-28.4pp | 160.62%-153.3pp |
| Employer contribution / active EE | $6,589 | $2,928+125.1% | $3,737+76.3% | $2,670+146.8% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $642 | $5,216-87.7% | $6,730-90.5% | $5,651-88.6% |