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 | $56,821 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $26,596 |
BILLINGS AND COMPANY, INC.2 years Service code 49 · EIN 42-1330861 | Other Services | $8,247 |
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 | $192,406 | $58,879+226.8% | $178,490+7.8% | $73,488+161.8% |
| Participation rate | 98.3% | 66.2%+32.1pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 13.72% | 24.86%-11.1pp | 151.07%-137.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $4,242 | $2,236+89.7% | $5,011-15.3% | $2,270+86.9% |
| Participant deferral / active EE | $5,535 | $2,567+115.6% | $5,202+6.4% | $3,740+48.0% |
| Admin fee / account holder | $624 | $400+55.8% | $13,984-95.5% | $513+21.6% |