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 5-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 Service code 27 · EIN 13-5674085 | Advisory (Plan) | $23,971 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $23,240 |
SASSETTI LLC3 years Service code 10 · EIN 36-2239746 | Accounting | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,178 | $59,097-3.2% | $82,389-30.6% | $74,304-23.0% |
| Participation rate | 88.9% | 52.8%+36.1pp | 69.5%+19.3pp | 60.3%+28.5pp |
| Annual return | 17.58% | 22.85%-5.3pp | 28.67%-11.1pp | 29.43%-11.9pp |
| Employer contribution / active EE | $2,204 | $1,601+37.7% | $2,517-12.4% | $2,241-1.6% |
| Participant deferral / active EE | $7,126 | $2,775+156.7% | $4,155+71.5% | $3,767+89.2% |
| Admin fee / account holder | $330 | $4,489-92.6% | $7,231-95.4% | $2,969-88.9% |