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, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $170,563 |
SOBEL AND CO LLC CPA4 years Filed as: SOBEL & CO. LLC Service code 10 293 EISENHOWER PARKWAY · LIVINGSTON, NJ 070391711 | Accounting | $22,300 |
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 | $239,189 | $104,475+128.9% | $159,436+50.0% | $79,386+201.3% |
| Participation rate | 90.5% | 76.6%+13.9pp | 82.8%+7.7pp | 70.7%+19.8pp |
| Annual return | 14.47% | 67.95%-53.5pp | 263.57%-249.1pp | 116.85%-102.4pp |
| Employer contribution / active EE | $3,269 | $3,417-4.3% | $4,829-32.3% | $2,427+34.7% |
| Participant deferral / active EE | $11,541 | $6,467+78.4% | $7,352+57.0% | $4,046+185.3% |
| Admin fee / account holder | $574 | $711-19.3% | $10,799-94.7% | $626-8.4% |