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 | $65,504 |
Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 17 · EIN 82-3226180 | Pension Consulting | $31,537 |
HELMHOLDT+COMPANY LLP, CPAS8 years Service code 10 · EIN 38-2627062 | Accounting | $14,370 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $11,501 |
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 | $103,412 | $79,171+30.6% | $102,423+1.0% | $74,495+38.8% |
| Participation rate | 96.5% | 74.8%+21.7pp | 76.5%+20.0pp | 67.2%+29.3pp |
| Annual return | 11.75% | 54.93%-43.2pp | 29.32%-17.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $624 | $2,362-73.6% | $3,023-79.4% | $2,623-76.2% |
| Participant deferral / active EE | $5,013 | $4,415+13.5% | $5,053-0.8% | $4,346+15.4% |
| Admin fee / account holder | $551 | $2,001-72.4% | $9,451-94.2% | $1,942-71.6% |