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 7-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 PIERCE PENNER & SMITH Service code 27 · EIN 91-1325756 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $84,296 |
OSBORNE & ASSOCIATES, INC.2 years Filed as: OSBORNE & ASSOCIATES INC. Service code 13 · EIN 77-0573145 4216 KIERNAN AVE., SUTIE 201 · MODESTO, CA 95356 | Contract Administrator | $62,308 |
Filed as: ADVISED ASSETS GROUP Service code 28 · EIN 84-1532243 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $61,717 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $37,658 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $22,730 |
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 | $116,156 | $91,517+26.9% | $101,248+14.7% | $73,409+58.2% |
| Participation rate | 75.4% | 73.8%+1.6pp | 75.8%-0.4pp | 72.2%+3.2pp |
| Annual return | 14.36% | 17.17%-2.8pp | 46.47%-32.1pp | 59.29%-44.9pp |
| Employer contribution / active EE | $2,925 | $2,877+1.7% | $3,660-20.1% | $2,234+30.9% |
| Participant deferral / active EE | $4,765 | $3,338+42.7% | $4,370+9.0% | $3,805+25.2% |
| Admin fee / account holder | $525 | $216+143.3% | $5,945-91.2% | $158+232.7% |