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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,819 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $10,618 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $7,913 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,547 | $100,801-72.7% | $149,696-81.6% | $73,409-62.5% |
| Participation rate | 72.3% | 77.7%-5.4pp | 82.5%-10.2pp | 72.2%+0.1pp |
| Annual return | 23.95% | 265.34%-241.4pp | 276.60%-252.7pp | 59.29%-35.3pp |
| Employer contribution / active EE | $2,001 | $3,312-39.6% | $4,644-56.9% | $2,234-10.4% |
| Participant deferral / active EE | $3,702 | $6,404-42.2% | $6,842-45.9% | $3,805-2.7% |
| Admin fee / account holder | $206 | $181+13.7% | $9,309-97.8% | $158+30.2% |