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 | $68,952 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $34,852 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 49 · EIN 85-0833363 | Other Services | $10,600 |
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 | $126,682 | $46,292+173.7% | $143,757-11.9% | $64,808+95.5% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -14.48% | -10.05%-4.4pp | -0.04%-14.4pp | 32.82%-47.3pp |
| Employer contribution / active EE | $4,895 | $1,910+156.3% | $4,951-1.1% | $2,506+95.3% |
| Participant deferral / active EE | $6,411 | $2,646+142.3% | $5,637+13.7% | $4,310+48.7% |
| Admin fee / account holder | $452 | $154+194.2% | $14,673-96.9% | $188+140.9% |