Filed April 10, 2025 (most recent of 3 filings on file)
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 | $312,250 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 17 · EIN 13-5674085 | Pension Consulting | $48,225 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,505 | $44,897-49.9% | $85,009-73.5% | $199,768-88.7% |
| Participation rate | 77.7% | 45.7%+32.0pp | 67.5%+10.2pp | 72.0%+5.7pp |
| Annual return | 11.38% | 20.96%-9.6pp | 66.47%-55.1pp | 34.26%-22.9pp |
| Employer contribution / active EE | $282 | $1,365-79.3% | $2,728-89.7% | $3,037-90.7% |
| Participant deferral / active EE | $1,139 | $2,668-57.3% | $4,522-74.8% | $5,090-77.6% |
| Admin fee / account holder | $80 | $584-86.3% | $6,153-98.7% | $269-70.2% |