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 | $45,474 |
Filed as: THE ANGELL PENSION GROUP Service code 49 | Other Services | $33,701 |
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 | $71,593 | $54,193+32.1% | $93,606-23.5% | $77,643-7.8% |
| Participation rate | 57.8% | 63.9%-6.1pp | 68.7%-10.9pp | 70.6%-12.7pp |
| Annual return | 14.43% | 30.54%-16.1pp | 133.20%-118.8pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,043 | $1,168-10.7% | $2,420-56.9% | $2,726-61.7% |
| Participant deferral / active EE | $2,289 | $3,144-27.2% | $4,411-48.1% | $4,647-50.7% |
| Admin fee / account holder | $293 | $576-49.0% | $8,285-96.5% | $430-31.9% |