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 | $73,391 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $33,887 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 49 · EIN 85-0833363 | Other Services | $10,744 |
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 | $169,680 | $61,156+177.5% | $185,823-8.7% | $79,386+113.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 15.92% | 19.45%-3.5pp | 122.05%-106.1pp | 116.85%-100.9pp |
| Employer contribution / active EE | $4,953 | $2,321+113.4% | $5,167-4.1% | $2,427+104.0% |
| Participant deferral / active EE | $6,389 | $2,789+129.1% | $5,568+14.8% | $4,046+57.9% |
| Admin fee / account holder | $616 | $710-13.2% | $16,237-96.2% | $626-1.7% |