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 | Investment management fees paid direc... | $148,296 |
TRI-AD ACTUARIES, INC.4+ years Filed as: TRI-STATE PLAN ADMINISTRATION Service code 15 · EIN 31-1214674 | Recordkeeping | $17,520 |
SCHEAR & SCHEAR4+ years Service code 10 · EIN 31-1397714 | Accounting | $14,500 |
HORAN CAPITAL ADVISORS4+ years Service code 27 · EIN 27-1658127 | Advisory (Plan) | $13,616 |
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 | $88,331 | $66,302+33.2% | $110,238-19.9% | $56,287+56.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -4.22% | -1.18%-3.0pp | 314.74%-319.0pp | -9.96%+5.7pp |
| Employer contribution / active EE | $4,305 | $2,047+110.3% | $3,826+12.5% | $2,111+103.9% |
| Participant deferral / active EE | $4,579 | $3,381+35.4% | $4,672-2.0% | $3,350+36.7% |
| Admin fee / account holder | $802 | $698+14.8% | $8,547-90.6% | $521+53.9% |