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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,086 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIH Service code 17 · EIN 13-5674085 | Pension Consulting | $19,809 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $19,809 |
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 | $62,864 | $72,607-13.4% | $90,749-30.7% | $66,914-6.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -12.33% | -12.28%0pp | -12.16%-0.2pp | 1.58%-13.9pp |
| Employer contribution / active EE | $5,725 | $2,369+141.7% | $2,921+96.0% | $2,544+125.0% |
| Participant deferral / active EE | $8,126 | $3,977+104.3% | $4,564+78.0% | $4,237+91.8% |
| Admin fee / account holder | $319 | $707-54.9% | $8,445-96.2% | $593-46.2% |