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 Service code 27 · EIN 13-5674085 | Advisory (Plan) | $61,565 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,548 |
DIMICK, HYDE, & LEWIS, PC4 years Service code 13 · EIN 73-1158890 | Contract Administrator | $31,586 |
MCAFEE & TAFT5 years Service code 29 · EIN 73-0781676 | Legal | $14,376 |
BRYAN, LITTLE, HALEY, & KENT PC3 years Service code 10 · EIN 73-0941849 | Accounting | $9,750 |
IMA WEALTH INC4 years Filed as: IMA SELECT Service code 23 · EIN 26-3811485 | Insurance services; Other insurance f... | $7,481 |
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.)
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 | $87,903 | $111,491-21.2% | $189,513-53.6% | $86,799+1.3% |
| Participation rate | 90.5% | 87.3%+3.2pp | 87.8%+2.7pp | 72.3%+18.2pp |
| Annual return | 27.48% | 83.50%-56.0pp | 555.15%-527.7pp | 97.91%-70.4pp |
| Employer contribution / active EE | $2,775 | $3,951-29.8% | $6,162-55.0% | $2,405+15.4% |
| Participant deferral / active EE | $685 | $6,437-89.4% | $8,221-91.7% | $4,131-83.4% |
| Admin fee / account holder | $422 | $189+123.4% | $12,045-96.5% | $170+148.6% |