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 - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $15,181 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $15,181 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,368 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,925 | $87,013+94.1% | $106,213+59.0% | $80,856+108.9% |
| Participation rate | 92.1% | 70.4%+21.7pp | 75.3%+16.8pp | 67.6%+24.5pp |
| Annual return | 13.95% | 17.05%-3.1pp | 116.14%-102.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $6,217 | $2,395+159.6% | $3,171+96.0% | $2,755+125.7% |
| Participant deferral / active EE | $9,470 | $3,986+137.6% | $5,016+88.8% | $4,296+120.5% |
| Admin fee / account holder | $755 | $8,431-91.0% | $11,033-93.2% | $6,918-89.1% |