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 | $50,935 |
Filed as: THE ANGELL PENSION GROUP Service code 49 | Other Services | $21,566 |
Service code 49 · EIN 04-2530412 | Other Services | $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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,337 | $50,956+51.8% | $96,562-19.9% | $86,799-10.9% |
| Participation rate | 55.3% | 65.2%-10.0pp | 69.8%-14.5pp | 72.3%-17.0pp |
| Annual return | 15.12% | 21.27%-6.1pp | 37.78%-22.7pp | 97.91%-82.8pp |
| Employer contribution / active EE | $1,105 | $1,111-0.5% | $2,356-53.1% | $2,405-54.1% |
| Participant deferral / active EE | $2,161 | $2,954-26.8% | $3,849-43.9% | $4,131-47.7% |
| Admin fee / account holder | $375 | $166+125.7% | $6,181-93.9% | $170+121.0% |