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 | $60,516 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $41,142 |
HELMHOLDT+COMPANY LLP, CPAS7 years Service code 10 · EIN 38-2627062 | Accounting | $13,280 |
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 | $97,535 | $76,050+28.3% | $96,544+1.0% | $71,457+36.5% |
| Participation rate | 95.6% | 74.4%+21.2pp | 76.0%+19.6pp | 67.9%+27.7pp |
| Annual return | 14.19% | 22.81%-8.6pp | 25.84%-11.7pp | 28.85%-14.7pp |
| Employer contribution / active EE | $651 | $2,244-71.0% | $2,965-78.0% | $2,588-74.8% |
| Participant deferral / active EE | $5,134 | $4,215+21.8% | $4,851+5.8% | $4,289+19.7% |
| Admin fee / account holder | $344 | $2,707-87.3% | $8,252-95.8% | $1,587-78.3% |