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 |
|---|---|---|
MERRIL LYNCH1 year Filed as: MERRIL LYNCH PIERCE FENNER & SMITH Service code 17 · EIN 13-5674085 | Pension Consulting | $53,157 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,580 |
RANDALL & HURLEY, INC.4 years Filed as: RANDALL & HURLEY, INC Service code 13 · EIN 91-1661080 | Contract Administrator | $12,882 |
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 | $84,021 | $62,327+34.8% | $120,354-30.2% | $74,495+12.8% |
| Participation rate | 95.5% | 56.8%+38.7pp | 71.9%+23.6pp | 67.2%+28.3pp |
| Annual return | 13.43% | 18.61%-5.2pp | 107.15%-93.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,233 | $1,843-33.1% | $3,463-64.4% | $2,623-53.0% |
| Participant deferral / active EE | $5,586 | $2,893+93.1% | $4,991+11.9% | $4,346+28.5% |
| Admin fee / account holder | $310 | $2,396-87.1% | $9,423-96.7% | $1,942-84.1% |