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 | $36,470 |
Service code 49 · EIN 16-6028820 | Other Services | $25,120 |
BONADIO & CO., LLP9+ years Service code 10 · EIN 16-1131146 | Accounting | $12,800 |
ROBERT PIZZO, ESQ.9+ years Service code 29 · EIN 82-0553395 | Legal | $7,380 |
Service code 49 · EIN 16-6093637 | Other Services | $5,248 |
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 | $57,521 | $81,460-29.4% | $103,333-44.3% | $80,856-28.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.12% | 25.55%-12.4pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $6,623 | $3,105+113.3% | $3,868+71.2% | $2,755+140.4% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $651 | $6,566-90.1% | $8,355-92.2% | $6,918-90.6% |