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 | $99,655 |
Filed as: MERIT FINANCIAL SERVICES Service code 27 | Advisory (Plan) | $62,844 |
ADP BROKER-DEALER7 years Filed as: PENSION CONSULTANTS, INC Service code 49 · EIN 20-0508334 | Other Services | $8,665 |
MERIT BENEFITS GROUP, INC.2 years Filed as: MERIT FINANCIAL ADVISORS Service code 27 · EIN 45-3686413 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
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 | $97,270 | $59,417+63.7% | $93,606+3.9% | $74,495+30.6% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 11.58% | 81.83%-70.3pp | 133.20%-121.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $5,847 | $1,264+362.7% | $2,420+141.6% | $2,623+122.9% |
| Participant deferral / active EE | $6,681 | $3,050+119.0% | $4,411+51.5% | $4,346+53.7% |
| Admin fee / account holder | $441 | $3,021-85.4% | $8,285-94.7% | $1,942-77.3% |