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... | $165,054 |
TRI-AD ACTUARIES, INC.6+ years Filed as: TRI-STATE PLAN ADMINISTRATION Service code 15 · EIN 31-1214674 | Recordkeeping | $25,386 |
AMERICAN FUNDS1 year Filed as: QUADRANT CAPITAL GROUP LLC Service code 27 · EIN 26-3941439 | Advisory (Plan) | $15,745 |
VONLEHMAN & COMPANY, INC.2 years Filed as: VON LEHMAN & COMPANY, INC. Service code 10 · EIN 31-0905417 | Accounting | $14,500 |
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 | $106,515 | $81,474+30.7% | $133,956-20.5% | $73,488+44.9% |
| Participation rate | 98.3% | 76.4%+21.9pp | 79.8%+18.5pp | 70.7%+27.6pp |
| Annual return | 8.62% | 19.40%-10.8pp | 45.09%-36.5pp | 28.51%-19.9pp |
| Employer contribution / active EE | $2,350 | $2,209+6.4% | $3,919-40.0% | $2,270+3.5% |
| Participant deferral / active EE | $5,072 | $3,786+34.0% | $5,048+0.5% | $3,740+35.6% |
| Admin fee / account holder | $842 | $713+18.1% | $8,927-90.6% | $513+64.2% |