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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $108,321 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,284 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 15 · EIN 82-1371994 | Recordkeeping | $29,108 |
Filed as: DEAN DORTON Service code 15 PO BOX 631259 · CINCINNATI, OH 452631259 | Recordkeeping | $13,320 |
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 | $92,061 | $89,436+2.9% | $164,813-44.1% | $77,643+18.6% |
| Participation rate | 95.4% | 78.6%+16.8pp | 78.6%+16.8pp | 70.6%+24.9pp |
| Annual return | 8.78% | 28.83%-20.0pp | 69.93%-61.2pp | 31.24%-22.5pp |
| Employer contribution / active EE | $2,499 | $2,569-2.7% | $4,341-42.4% | $2,726-8.3% |
| Participant deferral / active EE | $4,947 | $4,897+1.0% | $6,031-18.0% | $4,647+6.4% |
| Admin fee / account holder | $476 | $339+40.2% | $12,690-96.2% | $430+10.6% |