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 | Custodial (other than securities); Su... | $150,516 |
TRI-AD ACTUARIES, INC.5+ years Filed as: TRI-STATE PLAN ADMINISTRATION Service code 15 · EIN 31-1214674 | Recordkeeping | $21,380 |
Filed as: VON LEHMAN & COMPANY, INC. Service code 10 · EIN 31-0905417 | Accounting | $14,500 |
HORAN CAPITAL ADVISORS5+ years Service code 27 · EIN 27-1658127 | Advisory (Plan) | $13,915 |
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 | $106,424 | $86,332+23.3% | $125,175-15.0% | $65,185+63.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 18.56% | 27.43%-8.9pp | 43.79%-25.2pp | 29.38%-10.8pp |
| Employer contribution / active EE | $4,204 | $2,040+106.1% | $3,865+8.7% | $2,177+93.1% |
| Participant deferral / active EE | $4,999 | $3,537+41.3% | $4,937+1.3% | $3,514+42.3% |
| Admin fee / account holder | $797 | $609+30.9% | $9,702-91.8% | $847-5.9% |