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 99 · EIN 13-5674085 | Other Fees | $39,946 |
Filed as: THE ANGELL PENSION GROUP Service code 99 | Other Fees | $24,789 |
Service code 99 · EIN 04-2530412 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,595 | $40,174+80.7% | $84,015-13.6% | $67,579+7.4% |
| Participation rate | 55.8% | 62.7%-6.9pp | 69.0%-13.2pp | 71.3%-15.5pp |
| Annual return | 23.28% | 25.82%-2.5pp | 71.31%-48.0pp | 378.56%-355.3pp |
| Employer contribution / active EE | $1,072 | $808+32.7% | $1,983-46.0% | $2,148-50.1% |
| Participant deferral / active EE | $1,914 | $2,301-16.8% | $3,239-40.9% | $3,539-45.9% |
| Admin fee / account holder | $380 | $128+195.8% | $6,101-93.8% | $142+166.7% |