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 17 · EIN 13-5674085 | Pension Consulting | $26,089 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,363 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,434 | $66,813+84.7% | $100,516+22.8% | $73,488+68.0% |
| Participation rate | 68.9% | 77.5%-8.6pp | 79.4%-10.5pp | 70.7%-1.8pp |
| Annual return | 15.14% | 25.70%-10.6pp | 30.89%-15.7pp | 28.51%-13.4pp |
| Employer contribution / active EE | $2,747 | $2,147+28.0% | $3,418-19.6% | $2,270+21.0% |
| Participant deferral / active EE | $3,592 | $5,883-38.9% | $6,270-42.7% | $3,740-4.0% |
| Admin fee / account holder | $470 | $512-8.1% | $8,081-94.2% | $513-8.3% |