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 PIERCE FENNER Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $38,553 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $14,062 |
PENSION ASSURANCE LLP2 years Service code 10 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Accounting | $13,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,000 |
PENSYS FIDUCIARY SERVICES2 years Filed as: PENSYS FIDUCIARY SERVICES INC Service code 13 3000 LAVA RIDGE CT STE 130 · ROSEVILLE, CA 95661 | Contract Administrator | $2,864 |
CNA SURETY1 year Service code 13 PO BOX 5077 · SIOUX FALLS, SD 57117 | Contract Administrator | $516 |
Filed as: TRUOG-RYDING COMPANY INC Service code 13 2659 TOWNSGATE ROAD, STE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,877 | $71,883-18.1% | $86,677-32.1% | $68,494-14.0% |
| Participation rate | 64.0% | 72.2%-8.2pp | 76.6%-12.6pp | 67.9%-3.9pp |
| Annual return | -16.44% | 3.52%-20.0pp | 35.91%-52.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,919 | $2,173-11.7% | $2,836-32.3% | $2,596-26.1% |
| Participant deferral / active EE | $2,923 | $3,779-22.6% | $4,656-37.2% | $4,027-27.4% |
| Admin fee / account holder | $959 | $6,112-84.3% | $7,493-87.2% | $5,403-82.3% |