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 LIFE AGENCY, INC Service code 17 · EIN 13-5674085 | Pension Consulting | $41,111 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,193 |
MKS&H5 years Service code 10 · EIN 52-0547375 | Accounting | $19,220 |
COASTAL PENSION SERVICES7 years Filed as: COASTAL PENSION SERVICES, INC. Service code 13 | Contract Administrator | $6,689 |
COASTAL PENSION SERVICES7 years Filed as: COASTAL PENSION SERVICES INC Service code 13 · EIN 52-1053785 | Contract Administrator | $5,797 |
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 | $84,278 | $84,487-0.2% | $125,339-32.8% | $66,914+25.9% |
| Participation rate | 70.8% | 76.4%-5.6pp | 82.4%-11.5pp | 69.8%+1.0pp |
| Annual return | -16.37% | -8.39%-8.0pp | 572.05%-588.4pp | 1.58%-17.9pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,452 | $6,781-19.6% | $7,446-26.8% | $4,237+28.7% |
| Admin fee / account holder | $625 | $685-8.8% | $10,010-93.8% | $593+5.3% |