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 8-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, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $46,471 |
FORVIS MAZARS, LLP2 years Service code 50 · EIN 44-0160260 | Direct Payment | $22,365 |
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 | $151,096 | $102,317+47.7% | $146,958+2.8% | $80,856+86.9% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.2%+5.7pp | 67.6%+20.2pp |
| Annual return | 13.34% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,800 | $3,713-24.6% | $4,933-43.2% | $2,755+1.6% |
| Participant deferral / active EE | $9,255 | $6,644+39.3% | $8,070+14.7% | $4,296+115.4% |
| Admin fee / account holder | $328 | $7,941-95.9% | $12,998-97.5% | $6,918-95.3% |