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 | $49,411 |
MAYER HOFFMAN MCCANN P.C.7 years Service code 70 · EIN 43-1947695 | Consulting Fees | $14,500 |
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 | $120,658 | $82,664+46.0% | $125,339-3.7% | $68,494+76.2% |
| Participation rate | 91.1% | 75.0%+16.0pp | 82.4%+8.7pp | 67.9%+23.2pp |
| Annual return | -14.11% | -5.97%-8.1pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $3,746 | $3,381+10.8% | $4,814-22.2% | $2,596+44.3% |
| Participant deferral / active EE | $8,501 | $6,110+39.1% | $7,446+14.2% | $4,027+111.1% |
| Admin fee / account holder | $763 | $6,275-87.8% | $10,010-92.4% | $5,403-85.9% |