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 27 · EIN 13-2638166 101 BULLITT LANE, STE 400 · LOUISVILLE, KY 40222 | Advisory (Plan) | $70,619 |
UMR10+ years Service code 13 · EIN 39-1336870 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $12,000 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 5078 WOOSTER RD., STE 400 · CINCINNATI, OH 45226 | Legal | $10,900 |
FRANK N HESTAND CPA PSC10+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $6,000 |
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 | $26,652 | $89,753-70.3% | $107,525-75.2% | $84,808-68.6% |
| Participation rate | 92.6% | 68.1%+24.5pp | 75.1%+17.5pp | 68.3%+24.3pp |
| Annual return | 9.88% | 29.48%-19.6pp | 181.32%-171.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $5,288 | $3,113+69.8% | $3,754+40.9% | $2,631+101.0% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $371 | $7,222-94.9% | $8,919-95.8% | $7,344-94.9% |