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 WEALTH MANAGEMENT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $126,309 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Claim... | $93,382 |
WISS & COMPANY, LLP1+ years Filed as: WISS & COMPANY LLP Service code 10 · EIN 22-1732349 | Accounting | $17,217 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,350 | $50,464+520.9% | $75,781+313.5% | $52,331+498.8% |
| Participation rate | 87.5% | 66.8%+20.7pp | 75.8%+11.7pp | 68.1%+19.4pp |
| Annual return | 2.31% | 1.03%+1.3pp | 9.68%-7.4pp | 4.54%-2.2pp |
| Employer contribution / active EE | $3,285 | $1,988+65.2% | $3,323-1.2% | $1,882+74.6% |
| Participant deferral / active EE | $9,015 | $2,570+250.7% | $3,651+146.9% | $3,022+198.3% |
| Admin fee / account holder | $819 | $1,103-25.7% | $5,299-84.5% | $592+38.4% |