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 Service code 27 | Advisory (Plan) | $48,908 |
Filed as: PLAN DESIGN CONSULTANTS INC Service code 13 | Contract Administrator | $9,838 |
Filed as: EMPOWER. Service code 64 | Recordkeeping Fees | $1,152 |
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 | $71,645 | $101,317-29.3% | $146,958-51.2% | $74,495-3.8% |
| Participation rate | 89.0% | 75.5%+13.4pp | 82.2%+6.8pp | 67.2%+21.8pp |
| Annual return | 14.14% | 8730.91%-8716.8pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,285 | $3,810-66.3% | $4,933-74.0% | $2,623-51.0% |
| Participant deferral / active EE | $5,751 | $7,303-21.2% | $8,070-28.7% | $4,346+32.3% |
| Admin fee / account holder | $331 | $1,739-81.0% | $12,998-97.5% | $1,942-83.0% |