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) | $61,299 |
Filed as: DIMICK & LEWIS, PC Service code 13 · EIN 73-1158890 | Contract Administrator | $31,591 |
MCAFEE & TAFT6 years Service code 29 · EIN 73-0781676 | Legal | $24,961 |
Filed as: EMPOWER RETIREMENT Service code 13 · EIN 84-0467907 | Contract Administrator | $19,110 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,748 |
Service code 10 · EIN 73-0941849 | Accounting | $9,750 |
IMA WEALTH INC5 years Filed as: IMA SELECT Service code 23 · EIN 26-3811485 | Insurance services; Other insurance f... | $8,305 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,001 | $86,897-17.1% | $151,611-52.5% | $64,808+11.1% |
| Participation rate | 98.9% | 87.3%+11.6pp | 87.5%+11.4pp | 71.5%+27.4pp |
| Annual return | -14.31% | -3.57%-10.7pp | 3.33%-17.6pp | 32.82%-47.1pp |
| Employer contribution / active EE | $3,844 | $4,010-4.1% | $6,166-37.7% | $2,506+53.4% |
| Participant deferral / active EE | $760 | $6,690-88.6% | $8,363-90.9% | $4,310-82.4% |
| Admin fee / account holder | $418 | $153+173.4% | $11,616-96.4% | $188+122.7% |