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 | $51,902 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $24,187 |
Service code 49 · EIN 42-1330861 | Other Services | $7,680 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,767 | $52,953+228.2% | $172,739+0.6% | $65,185+166.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 21.73% | 30.12%-8.4pp | 802.84%-781.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $4,733 | $2,190+116.1% | $5,143-8.0% | $2,177+117.4% |
| Participant deferral / active EE | $5,857 | $2,471+137.0% | $5,198+12.7% | $3,514+66.7% |
| Admin fee / account holder | $670 | $472+41.9% | $13,954-95.2% | $847-21.0% |