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) | $32,927 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,409 |
STALKER & ASSOCIATES, INC.5 years Filed as: STALKER & ASSOCIATES Service code 13 · EIN 23-2756743 301 S. STATE ST STE 103 · NEWTOWN, PA 18940 | Contract Administrator | $7,917 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH & BROWN, PC Service code 10 · EIN 22-2027092 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $5,095 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,707 | $102,317+50.2% | $146,958+4.6% | $80,856+90.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 8.62% | 134.76%-126.1pp | 418.34%-409.7pp | 35.59%-27.0pp |
| Employer contribution / active EE | $11,897 | $3,713+220.4% | $4,933+141.2% | $2,755+331.9% |
| Participant deferral / active EE | $11,052 | $6,644+66.4% | $8,070+37.0% | $4,296+157.3% |
| Admin fee / account holder | $482 | $7,941-93.9% | $12,998-96.3% | $6,918-93.0% |