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 |
|---|---|---|
SES ADVISORS, INC.1+ years Service code 64 · EIN 04-3760707 555 CITY AVENUE, SUITE 910 · BALA CYNWYD, PA 19004 | Recordkeeping Fees | $17,700 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Securities brokerage commissions and ... | $13,191 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,701,638 | $55,657+2957.3% | $63,412+2583.5% | $55,191+2983.2% |
| Participation rate | 0.0% | 63.4%-63.4pp | 67.1%-67.1pp | 69.2%-69.2pp |
| Annual return | 8.96% | -0.22%+9.2pp | 4.04%+4.9pp | 10.78%-1.8pp |
| Employer contribution / active EE | $1,787 | $1,026+74.1% | $1,814-1.5% | $1,899-5.9% |
| Participant deferral / active EE | $0 | $1,817-100.0% | $2,496-100.0% | $3,046-100.0% |
| Admin fee / account holder | $13,120 | $272+4729.9% | $3,753+249.6% | $91+14352.8% |