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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,851 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $30,643 |
EDBERG & PERRY INC1 year Service code 13 · EIN 86-0738258 | Contract Administrator | $12,811 |
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 | $77,621 | $46,732+66.1% | $156,549-50.4% | $55,167+40.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 6.40% | 17.72%-11.3pp | 32.23%-25.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $5,919 | $2,105+181.2% | $5,501+7.6% | $1,963+201.6% |
| Participant deferral / active EE | $5,102 | $2,204+131.5% | $4,871+4.7% | $3,054+67.1% |
| Admin fee / account holder | $398 | $418-5.0% | $13,027-96.9% | $504-21.1% |