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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,207 |
Service code 13 · EIN 73-6145795 | Contract Administrator | $54,053 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $41,156 |
DIMICK, HYDE, & LEWIS, PC2 years Service code 13 · EIN 73-1158890 | Contract Administrator | $31,561 |
MCAFEE & TAFT3 years Service code 29 · EIN 73-0781676 | Legal | $10,944 |
Service code 10 · EIN 73-0941849 | Accounting | $9,750 |
IMA WEALTH INC2 years Filed as: IMA SELECT Service code 23 · EIN 26-3811485 | Insurance services; Other insurance f... | $7,352 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,533 | $88,515-28.2% | $162,163-60.8% | $67,579-6.0% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 7.52% | 27.04%-19.5pp | 115.59%-108.1pp | 378.56%-371.0pp |
| Employer contribution / active EE | $1,860 | $3,563-47.8% | $5,614-66.9% | $2,148-13.4% |
| Participant deferral / active EE | $661 | $5,724-88.4% | $7,298-90.9% | $3,539-81.3% |
| Admin fee / account holder | $417 | $124+237.6% | $10,843-96.1% | $142+193.4% |