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 | $61,141 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $33,490 |
HELMHOLDT+COMPANY LLP, CPAS4 years Service code 10 · EIN 38-2627062 | Accounting | $11,480 |
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 | $96,354 | $73,638+30.8% | $95,952+0.4% | $73,488+31.1% |
| Participation rate | 97.3% | 76.2%+21.2pp | 77.1%+20.2pp | 70.7%+26.6pp |
| Annual return | 15.82% | 16.78%-1.0pp | 91.61%-75.8pp | 28.51%-12.7pp |
| Employer contribution / active EE | $576 | $1,863-69.1% | $2,541-77.3% | $2,270-74.6% |
| Participant deferral / active EE | $4,896 | $3,617+35.4% | $4,167+17.5% | $3,740+30.9% |
| Admin fee / account holder | $420 | $482-12.9% | $6,795-93.8% | $513-18.2% |