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 18 · EIN 13-5674085 | Securities brokerage commissions and ... | $138,045 |
TRI-AD ACTUARIES, INC.3+ years Filed as: TRI-STATE PLAN ADMINISTRATION Service code 15 · EIN 31-1214674 | Recordkeeping | $15,650 |
SCHEAR & SCHEAR3+ years Service code 10 · EIN 31-1397714 | Accounting | $13,000 |
HORAN CAPITAL ADVISORS3+ years Service code 27 · EIN 27-1658127 | Advisory (Plan) | $5,305 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,020 | $71,192+63.0% | $117,854-1.6% | $62,292+86.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.90% | 18.66%-5.8pp | 335.08%-322.2pp | 28.90%-16.0pp |
| Employer contribution / active EE | $4,867 | $1,934+151.7% | $3,786+28.6% | $2,042+138.3% |
| Participant deferral / active EE | $4,240 | $3,189+33.0% | $4,482-5.4% | $3,169+33.8% |
| Admin fee / account holder | $809 | $587+37.8% | $8,020-89.9% | $479+68.8% |