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 | $60,578 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $43,420 |
HELMHOLDT+COMPANY LLP, CPAS6 years Service code 10 · EIN 38-2627062 | Accounting | $12,610 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $92,706 | $65,435+41.7% | $86,677+7.0% | $66,914+38.5% |
| Participation rate | 95.9% | 75.5%+20.5pp | 76.6%+19.3pp | 69.8%+26.1pp |
| Annual return | -15.64% | -10.89%-4.7pp | 35.91%-51.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $629 | $2,153-70.8% | $2,836-77.8% | $2,544-75.3% |
| Participant deferral / active EE | $5,177 | $4,100+26.3% | $4,656+11.2% | $4,237+22.2% |
| Admin fee / account holder | $416 | $642-35.2% | $7,493-94.5% | $593-29.9% |