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 | $252,445 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $107,188 |
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).
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 | $55,840 | $107,459-48.0% | $135,903-58.9% | $80,160-30.3% |
| Participation rate | 68.1% | 78.0%-9.9pp | 81.9%-13.8pp | 72.9%-4.8pp |
| Annual return | 24.58% | 91.91%-67.3pp | 68.23%-43.6pp | 40.38%-15.8pp |
| Employer contribution / active EE | $2,877 | $3,877-25.8% | $4,856-40.8% | $2,978-3.4% |
| Participant deferral / active EE | $7,205 | $8,195-12.1% | $7,758-7.1% | $5,017+43.6% |
| Admin fee / account holder | $209 | $127+64.5% | $10,762-98.1% | $145+44.1% |