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 17 · EIN 13-5674085 | Pension Consulting | $28,827 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,494 |
Filed as: SNYDER COHN Service code 10 · EIN 52-1022232 | Accounting | $12,500 |
COASTAL PENSION SERVICES5 years Filed as: COASTAL PENSION SERVICES INC Service code 13 · EIN 52-1053785 | Contract Administrator | $7,822 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 | Other Services | $23 |
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 | $65,765 | $39,019+68.5% | $80,716-18.5% | $85,850-23.4% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 12.71% | 26.27%-13.6pp | 87.28%-74.6pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,502 | $722+108.0% | $1,160+29.4% | $2,565-41.5% |
| Participant deferral / active EE | $2,148 | $1,326+62.1% | $2,146+0.1% | $3,952-45.6% |
| Admin fee / account holder | $414 | $2,431-82.9% | $3,380-87.7% | $6,260-93.4% |