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 22 · EIN 13-5674085 | Insurance Broker | $58,441 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $15,281 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,094 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $150,942 | $79,013+91.0% | $100,391+50.4% | $74,495+102.6% |
| Participation rate | 82.9% | 79.5%+3.5pp | 81.5%+1.5pp | 67.2%+15.7pp |
| Annual return | 16.21% | 20.41%-4.2pp | 49.20%-33.0pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,384 | $7,760-4.8% | $8,082-8.6% | $4,346+69.9% |
| Admin fee / account holder | $120 | $1,320-90.9% | $7,899-98.5% | $1,942-93.8% |