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 | $11,065 |
Filed as: LEGACY RETIREMENT SOLUTIONS LLC Service code 13 · EIN 27-3853858 | Contract Administrator | $10,720 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $9,299 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,892 | $73,102-49.5% | $123,544-70.1% | $56,287-34.5% |
| Participation rate | 87.2% | 74.3%+12.9pp | 82.3%+4.9pp | 69.9%+17.3pp |
| Annual return | -3.70% | 3.01%-6.7pp | 119.20%-122.9pp | -9.96%+6.3pp |
| Employer contribution / active EE | $4,820 | $2,977+61.9% | $4,628+4.1% | $2,111+128.3% |
| Participant deferral / active EE | $6,911 | $5,423+27.4% | $6,426+7.6% | $3,350+106.3% |
| Admin fee / account holder | $151 | $554-72.8% | $9,284-98.4% | $521-71.1% |