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 | $62,172 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $31,094 |
HELMHOLDT+COMPANY LLP, CPAS3 years Service code 10 · EIN 38-2627062 | Accounting | $10,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,374 | $65,376+21.4% | $87,100-8.9% | $65,185+21.8% |
| Participation rate | 98.0% | 75.3%+22.7pp | 76.9%+21.2pp | 70.2%+27.8pp |
| Annual return | 21.39% | 31.27%-9.9pp | 28.19%-6.8pp | 29.38%-8.0pp |
| Employer contribution / active EE | $592 | $1,822-67.5% | $2,521-76.5% | $2,177-72.8% |
| Participant deferral / active EE | $4,632 | $3,388+36.7% | $4,049+14.4% | $3,514+31.8% |
| Admin fee / account holder | $408 | $520-21.5% | $7,497-94.6% | $847-51.8% |