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 27 · EIN 13-3180817 | Advisory (Plan) | $79,612 |
RETIREMENT STRATEGIES, INC.1+ years Service code 15 · EIN 58-2380163 | Recordkeeping | $3,080 |
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 | $116,911 | $46,732+150.2% | $156,549-25.3% | $55,167+111.9% |
| Participation rate | 98.2% | 65.8%+32.4pp | 84.0%+14.2pp | 69.0%+29.2pp |
| Annual return | 6.07% | 17.72%-11.6pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $12,647 | $2,105+500.8% | $5,501+129.9% | $1,963+544.4% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $416 | $418-0.7% | $13,027-96.8% | $504-17.5% |