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 | $239,711 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $99,456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $44,208 | $95,388-53.7% | $125,339-64.7% | $77,904-43.3% |
| Participation rate | 68.6% | 78.6%-10.0pp | 82.4%-13.7pp | 73.7%-5.0pp |
| Annual return | -15.59% | 116.19%-131.8pp | 572.05%-587.6pp | 12.21%-27.8pp |
| Employer contribution / active EE | $2,889 | $3,666-21.2% | $4,814-40.0% | $2,848+1.5% |
| Participant deferral / active EE | $7,044 | $7,711-8.6% | $7,446-5.4% | $4,806+46.6% |
| Admin fee / account holder | $210 | $119+76.5% | $10,010-97.9% | $133+58.2% |