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 | $127,401 |
Filed as: MERRILL LYNCH RETIREMENT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $29,296 |
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 | $158,313 | $95,880+65.1% | $107,525+47.2% | $85,563+85.0% |
| Participation rate | 98.9% | 70.1%+28.8pp | 75.1%+23.9pp | 66.0%+33.0pp |
| Annual return | 12.87% | 68.06%-55.2pp | 181.32%-168.4pp | 31.51%-18.6pp |
| Employer contribution / active EE | $4,169 | $3,812+9.4% | $3,754+11.1% | $2,654+57.1% |
| Participant deferral / active EE | $9,432 | $4,201+124.5% | $5,116+84.4% | $4,375+115.6% |
| Admin fee / account holder | $500 | $1,025-51.2% | $8,919-94.4% | $834-40.0% |