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 Service code 27 · EIN 13-5674085 | Advisory (Plan) | $57,084 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,403 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $14,560 |
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 | $193,472 | $100,923+91.7% | $150,045+28.9% | $74,304+160.4% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.3%+15.2pp | 60.3%+37.2pp |
| Annual return | 16.24% | 51.77%-35.5pp | 62.55%-46.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $3,423 | $3,463-1.2% | $4,693-27.1% | $2,241+52.8% |
| Participant deferral / active EE | $13,614 | $6,709+102.9% | $7,997+70.2% | $3,767+261.4% |
| Admin fee / account holder | $468 | $2,767-83.1% | $13,435-96.5% | $2,969-84.2% |