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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 21 · EIN 13-5674085 | Bank Trustee | $1,205,999 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $112,433 |
CONRAD SIEGEL10+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $46,348 |
AB FUNDS3 years Filed as: ALLIANCEBERNSTEIN LP Service code 28 1345 AVENUE OF AMERICAS · NEW YORK, NY 10105 | Investment Management | $0 |
BLACKROCK10+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
BLACKROCK7 years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON6 years Filed as: BNY MELLON FUND ADVISERS Service code 28 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON6 years Filed as: BNY MELLON FUND ADVISORS Service code 28 240 GREENWICH STREET · NEW YORK, NY 10286 | Investment Management | $0 |
AMERICAN FUNDS7 years Filed as: CAPITAL RESEARCH AND COMPANY Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS10+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 | Investment Management | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $515,062 | $106,028+385.8% | $146,958+250.5% | $77,643+563.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 13.90% | 56.73%-42.8pp | 418.34%-404.4pp | 31.24%-17.3pp |
| Employer contribution / active EE | $24,033 | $4,063+491.5% | $4,933+387.2% | $2,726+781.7% |
| Participant deferral / active EE | $10,430 | $7,990+30.5% | $8,070+29.2% | $4,647+124.4% |
| Admin fee / account holder | $2,497 | $337+640.0% | $12,998-80.8% | $430+480.2% |