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 | $60,555 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $42,445 |
HELMHOLDT+COMPANY LLP, CPAS5 years Service code 10 · EIN 38-2627062 | Accounting | $12,240 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,647 | $84,936+24.4% | $111,297-5.1% | $79,386+33.1% |
| Participation rate | 97.4% | 75.9%+21.5pp | 77.3%+20.0pp | 70.7%+26.6pp |
| Annual return | 17.33% | 17.45%-0.1pp | 54.65%-37.3pp | 116.85%-99.5pp |
| Employer contribution / active EE | $619 | $1,979-68.7% | $2,731-77.3% | $2,427-74.5% |
| Participant deferral / active EE | $5,224 | $3,888+34.4% | $4,487+16.4% | $4,046+29.1% |
| Admin fee / account holder | $398 | $537-25.9% | $7,964-95.0% | $626-36.5% |