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: MERIT FINANCIAL GROUP Service code 27 · EIN 45-3686413 | Advisory (Plan) | $29,147 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,819 |
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 | $121,160 | $80,968+49.6% | $96,544+25.5% | $75,163+61.2% |
| Participation rate | 80.7% | 71.8%+9.0pp | 76.0%+4.8pp | 67.2%+13.5pp |
| Annual return | 16.54% | 27.06%-10.5pp | 25.84%-9.3pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,698 | $2,282+18.3% | $2,965-9.0% | $2,670+1.1% |
| Participant deferral / active EE | $7,960 | $3,928+102.6% | $4,851+64.1% | $4,125+93.0% |
| Admin fee / account holder | $324 | $6,724-95.2% | $8,252-96.1% | $5,651-94.3% |