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 | $80,058 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $36,798 |
DEFINITI LLC3 years Filed as: DEFINITI, LLC Service code 49 · EIN 85-0833363 | Other Services | $11,606 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,360 | $47,126+166.0% | $149,673-16.2% | $74,419+68.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 17.77% | 22.75%-5.0pp | 134.42%-116.7pp | 34.38%-16.6pp |
| Employer contribution / active EE | $5,386 | $1,905+182.7% | $4,818+11.8% | $2,637+104.2% |
| Participant deferral / active EE | $6,946 | $2,728+154.6% | $5,680+22.3% | $4,528+53.4% |
| Admin fee / account holder | $399 | $343+16.5% | $13,210-97.0% | $348+14.7% |