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 - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $2,276 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $1,517 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 15 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Recordkeeping | $1,100 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $467 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,229 | $84,487-83.2% | $125,339-88.6% | $66,914-78.7% |
| Participation rate | 69.0% | 76.4%-7.4pp | 82.4%-13.4pp | 69.8%-0.8pp |
| Annual return | -3.69% | -8.39%+4.7pp | 572.05%-575.7pp | 1.58%-5.3pp |
| Employer contribution / active EE | $1,914 | $3,553-46.1% | $4,814-60.2% | $2,544-24.8% |
| Participant deferral / active EE | $3,285 | $6,781-51.6% | $7,446-55.9% | $4,237-22.5% |
| Admin fee / account holder | $55 | $685-91.9% | $10,010-99.4% | $593-90.7% |