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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,759 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $16,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $94,161 | $49,451+90.4% | $79,550+18.4% | $66,914+40.7% |
| Participation rate | 56.5% | 61.3%-4.9pp | 69.5%-13.0pp | 69.8%-13.3pp |
| Annual return | -14.45% | 84.25%-98.7pp | 0.16%-14.6pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,061 | $1,266-16.2% | $2,413-56.0% | $2,544-58.3% |
| Participant deferral / active EE | $3,961 | $3,159+25.4% | $3,985-0.6% | $4,237-6.5% |
| Admin fee / account holder | $517 | $595-13.0% | $6,832-92.4% | $593-12.8% |