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) | $16,388 |
QUALIFIED PLANS, LLC8+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $2,394 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,605 | $37,393+11.3% | $77,024-46.0% | $66,914-37.8% |
| Participation rate | 85.8% | 52.9%+32.9pp | 67.9%+17.9pp | 69.8%+16.0pp |
| Annual return | -20.51% | -3.29%-17.2pp | 42.32%-62.8pp | 1.58%-22.1pp |
| Employer contribution / active EE | $877 | $1,531-42.7% | $2,812-68.8% | $2,544-65.5% |
| Participant deferral / active EE | $3,845 | $2,617+46.9% | $4,426-13.1% | $4,237-9.3% |
| Admin fee / account holder | $321 | $567-43.3% | $5,425-94.1% | $593-45.8% |