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 | $46,293 |
MONNIER & CO1 year Filed as: MONNIER & CO. Service code 10 · EIN 34-1236295 | Accounting | $12,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,160 | $73,638+268.2% | $95,952+182.6% | $73,488+269.0% |
| Participation rate | 86.7% | 76.2%+10.5pp | 77.1%+9.6pp | 70.7%+16.0pp |
| Annual return | 10.23% | 16.78%-6.5pp | 91.61%-81.4pp | 28.51%-18.3pp |
| Employer contribution / active EE | $8,305 | $1,863+345.8% | $2,541+226.9% | $2,270+265.9% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $536 | $482+11.1% | $6,795-92.1% | $513+4.4% |