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 15 · EIN 01-0233346 | Recordkeeping | $1,246 |
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $0 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $0 |
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 | $120,177 | $73,004+64.6% | $90,749+32.4% | $68,494+75.5% |
| Participation rate | 88.4% | 70.8%+17.5pp | 75.7%+12.7pp | 67.9%+20.5pp |
| Annual return | -16.53% | -13.81%-2.7pp | -12.16%-4.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $5,750 | $2,193+162.2% | $2,921+96.8% | $2,596+121.5% |
| Participant deferral / active EE | $8,164 | $3,627+125.1% | $4,564+78.9% | $4,027+102.7% |
| Admin fee / account holder | $402 | $5,896-93.2% | $8,445-95.2% | $5,403-92.6% |