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 |
|---|---|---|
MERIT FINANCIAL GROUP, LLC2 years Filed as: MERIT FINANCIAL GROUP Service code 27 · EIN 45-3686413 | Advisory (Plan) | $30,179 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,507 |
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 | $117,250 | $86,929+34.9% | $102,423+14.5% | $80,856+45.0% |
| Participation rate | 73.3% | 72.4%+1.0pp | 76.5%-3.2pp | 67.6%+5.7pp |
| Annual return | 12.70% | 18.88%-6.2pp | 29.32%-16.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,539 | $2,369+7.2% | $3,023-16.0% | $2,755-7.8% |
| Participant deferral / active EE | $7,276 | $4,118+76.7% | $5,053+44.0% | $4,296+69.4% |
| Admin fee / account holder | $344 | $8,049-95.7% | $9,451-96.4% | $6,918-95.0% |