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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $186,195 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 10 · EIN 26-4310632 | Accounting | $50,000 |
PLANTE & MORAN, PLLC6 years Service code 10 · EIN 38-1357951 | Accounting | $19,000 |
Service code 29 · EIN 31-1399107 | Legal | $18,250 |
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 | $267,286 | $128,899+107.4% | $113,168+136.2% | $102,872+159.8% |
| Participation rate | 84.8% | 87.0%-2.2pp | 76.6%+8.2pp | 73.0%+11.8pp |
| Annual return | 17.22% | 15.88%+1.3pp | 24.27%-7.0pp | 19.06%-1.8pp |
| Employer contribution / active EE | $6,395 | $3,713+72.2% | $2,975+114.9% | $3,526+81.3% |
| Participant deferral / active EE | $7,012 | $6,787+3.3% | $5,107+37.3% | $5,535+26.7% |
| Admin fee / account holder | $308 | $129+138.1% | $12,068-97.4% | $292+5.4% |