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 12 · EIN 13-3689044 | Investment management; Participant co... | $122,779 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $84,692 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $23,121 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,251 | $69,159-57.7% | $125,175-76.6% | $67,579-56.7% |
| Participation rate | 88.0% | 78.2%+9.8pp | 79.8%+8.2pp | 71.3%+16.7pp |
| Annual return | 21.92% | 27.12%-5.2pp | 43.79%-21.9pp | 378.56%-356.6pp |
| Employer contribution / active EE | $479 | $2,023-76.3% | $3,865-87.6% | $2,148-77.7% |
| Participant deferral / active EE | $3,830 | $3,700+3.5% | $4,937-22.4% | $3,539+8.2% |
| Admin fee / account holder | $193 | $142+36.2% | $9,702-98.0% | $142+35.7% |