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 | $111,362 |
Filed as: MERRILL LYNCH RETIREMENT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $19,487 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,032 | $82,917+73.7% | $103,333+39.4% | $77,643+85.5% |
| Participation rate | 99.6% | 71.6%+28.1pp | 74.5%+25.1pp | 70.6%+29.1pp |
| Annual return | 26.69% | 19.13%+7.6pp | 24.88%+1.8pp | 31.24%-4.5pp |
| Employer contribution / active EE | $3,326 | $3,552-6.3% | $3,868-14.0% | $2,726+22.0% |
| Participant deferral / active EE | $8,590 | $4,108+109.1% | $5,057+69.9% | $4,647+84.8% |
| Admin fee / account holder | $411 | $638-35.7% | $8,355-95.1% | $430-4.6% |