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 | $61,282 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $29,855 |
HELMHOLDT+COMPANY LLP, CPAS2 years Service code 10 · EIN 38-2627062 | Accounting | $10,430 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,930 | $59,186+2.9% | $76,768-20.6% | $56,287+8.3% |
| Participation rate | 97.5% | 75.2%+22.3pp | 77.0%+20.5pp | 69.9%+27.6pp |
| Annual return | -5.64% | 6.62%-12.3pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $543 | $1,759-69.1% | $2,485-78.2% | $2,111-74.3% |
| Participant deferral / active EE | $4,175 | $3,255+28.3% | $3,852+8.4% | $3,350+24.6% |
| Admin fee / account holder | $377 | $489-22.9% | $6,675-94.4% | $521-27.6% |