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 SMITH Service code 27 · EIN 13-5674085 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Advisory (Plan) | $57,370 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,202 |
TRUOG-RYDING COMPANY, INC.5 years Filed as: TRUOG-RYDING COMPANY INC Service code 13 · EIN 95-3497679 2659 TOWNSGATE RD., #101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $5,075 |
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 | $69,693 | $79,013-11.8% | $100,391-30.6% | $74,495-6.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 15.23% | 20.41%-5.2pp | 49.20%-34.0pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $5,273 | $3,021+74.5% | $3,942+33.8% | $2,623+101.0% |
| Participant deferral / active EE | $11,855 | $7,760+52.8% | $8,082+46.7% | $4,346+172.8% |
| Admin fee / account holder | $361 | $1,320-72.6% | $7,899-95.4% | $1,942-81.4% |