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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $19,078 |
QUALIFIED PLANS, LLC6+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 22-0223513 | Pension Consulting | $8,130 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,635 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,535 | $52,279+10.1% | $89,391-35.6% | $79,858-28.0% |
| Participation rate | 96.9% | 57.5%+39.3pp | 68.0%+28.9pp | 69.6%+27.2pp |
| Annual return | 13.71% | 22.16%-8.5pp | 245.62%-231.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,286 | $1,572-18.2% | $2,586-50.3% | $2,471-48.0% |
| Participant deferral / active EE | $5,892 | $2,740+115.0% | $3,890+51.5% | $3,740+57.5% |
| Admin fee / account holder | $547 | $3,356-83.7% | $4,881-88.8% | $5,306-89.7% |