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 | $41,795 |
Filed as: THE ANGELL PENSION GROUP Service code 49 | Other Services | $34,252 |
Service code 49 · EIN 04-2530412 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,770 | $53,165+27.5% | $86,188-21.4% | $74,419-8.9% |
| Participation rate | 58.2% | 64.9%-6.6pp | 69.0%-10.7pp | 70.7%-12.5pp |
| Annual return | 19.07% | 22.64%-3.6pp | 1168.45%-1149.4pp | 34.38%-15.3pp |
| Employer contribution / active EE | $1,046 | $1,210-13.6% | $2,380-56.1% | $2,637-60.4% |
| Participant deferral / active EE | $2,400 | $3,234-25.8% | $3,985-39.8% | $4,528-47.0% |
| Admin fee / account holder | $274 | $551-50.3% | $6,852-96.0% | $348-21.3% |