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 SERVICE Service code 27 · EIN 13-2740599 | Advisory (Plan) | $45,000 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $43,494 |
LAWRENCE, SCHLUTERMAN & SCHWARTZ6+ years Service code 10 · EIN 71-0669792 | Accounting | $23,279 |
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 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 | $189,460 | $70,908+167.2% | $98,907+91.6% | $73,488+157.8% |
| Participation rate | 98.5% | 73.8%+24.7pp | 76.0%+22.4pp | 70.7%+27.8pp |
| Annual return | 8.42% | 34.17%-25.7pp | 196.43%-188.0pp | 28.51%-20.1pp |
| Employer contribution / active EE | $4,446 | $2,036+118.3% | $2,689+65.3% | $2,270+95.9% |
| Participant deferral / active EE | $6,204 | $3,500+77.3% | $4,244+46.2% | $3,740+65.9% |
| Admin fee / account holder | $488 | $535-8.8% | $6,642-92.7% | $513-4.9% |