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 PIERCE FINNER & SMITH Service code 27 4800 DEER LAKE DR. E FL 1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $32,983 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,959 |
STALKER & ASSOCIATES, INC.3 years Filed as: STALKER & ASSOCIATES Service code 13 · EIN 23-2756743 301 S. STATE ST STE 103 · NEWTOWN, PA 18940 | Contract Administrator | $6,603 |
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 | $197,171 | $82,664+138.5% | $125,339+57.3% | $68,494+187.9% |
| Participation rate | 14.0% | 75.0%-61.1pp | 82.4%-68.4pp | 67.9%-53.9pp |
| Annual return | -12.71% | -5.97%-6.7pp | 572.05%-584.8pp | -7.84%-4.9pp |
| Employer contribution / active EE | $10,724 | $3,381+217.2% | $4,814+122.8% | $2,596+313.0% |
| Participant deferral / active EE | $9,774 | $6,110+60.0% | $7,446+31.3% | $4,027+142.7% |
| Admin fee / account holder | $760 | $6,275-87.9% | $10,010-92.4% | $5,403-85.9% |