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 |
|---|---|---|
MCDERMOTT WILL & EMERY LLP1+ years Service code 50 · EIN 36-1453176 | Direct Payment | $36,253 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $17,863 |
MAYER HOFFMAN MCCANN P.C.1+ years Service code 10 · EIN 43-1947695 | Accounting | $14,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,887 | $34,220+69.2% | $73,843-21.6% | $59,188-2.2% |
| Participation rate | 72.4% | 59.1%+13.3pp | 73.4%-1.1pp | 69.4%+3.0pp |
| Annual return | -0.56% | 3.36%-3.9pp | 2267.84%-2268.4pp | 5.51%-6.1pp |
| Employer contribution / active EE | $2,695 | $1,480+82.1% | $2,787-3.3% | $2,098+28.5% |
| Participant deferral / active EE | $3,740 | $2,035+83.8% | $3,583+4.4% | $3,265+14.6% |
| Admin fee / account holder | $372 | $64+480.0% | $4,880-92.4% | $92+303.1% |