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 & SMIT Service code 26 · EIN 13-5674085 | Advisory (Participants) | $40,000 |
FGMK, LLC3 years Filed as: FGMK LLC Service code 10 · EIN 36-2929601 | Accounting | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,425 |
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.
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 | $174,294 | $52,953+229.1% | $172,739+0.9% | $65,185+167.4% |
| Participation rate | 89.8% | 66.2%+23.7pp | 82.6%+7.2pp | 70.2%+19.6pp |
| Annual return | -1.52% | 30.12%-31.6pp | 802.84%-804.4pp | 29.38%-30.9pp |
| Employer contribution / active EE | $5,153 | $2,190+135.3% | $5,143+0.2% | $2,177+136.7% |
| Participant deferral / active EE | $4,094 | $2,471+65.7% | $5,198-21.2% | $3,514+16.5% |
| Admin fee / account holder | $373 | $472-21.0% | $13,954-97.3% | $847-56.0% |