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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $45,101 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,499 |
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 | $121,861 | $99,957+21.9% | $149,696-18.6% | $73,488+65.8% |
| Participation rate | 92.3% | 75.7%+16.6pp | 82.5%+9.8pp | 70.7%+21.6pp |
| Annual return | 26.13% | 53.87%-27.7pp | 276.60%-250.5pp | 28.51%-2.4pp |
| Employer contribution / active EE | $2,159 | $3,191-32.3% | $4,644-53.5% | $2,270-4.9% |
| Participant deferral / active EE | $7,517 | $6,073+23.8% | $6,842+9.9% | $3,740+101.0% |
| Admin fee / account holder | $345 | $551-37.3% | $9,309-96.3% | $513-32.7% |