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 CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $156,801 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $82,551 |
ARMANINO LLP3+ years Service code 10 · EIN 94-6214841 | Accounting | $13,466 |
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 | $232,576 | $71,666+224.5% | $117,854+97.3% | $69,631+234.0% |
| Participation rate | 89.0% | 77.5%+11.4pp | 79.7%+9.3pp | 70.7%+18.3pp |
| Annual return | 18.77% | 18.86%-0.1pp | 335.08%-316.3pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $13,090 | $1,889+593.0% | $3,786+245.8% | $2,032+544.2% |
| Participant deferral / active EE | $4,429 | $3,340+32.6% | $4,482-1.2% | $3,224+37.4% |
| Admin fee / account holder | $623 | $120+417.5% | $8,020-92.2% | $110+463.9% |