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 | $188,817 |
Filed as: JPMORGAN SECURITIES, LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $50,276 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $30,354 |
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 | $59,888 | $122,186-51.0% | $146,958-59.2% | $199,593-70.0% |
| Participation rate | 65.5% | 78.3%-12.8pp | 82.2%-16.7pp | 72.0%-6.5pp |
| Annual return | 22.09% | 30.56%-8.5pp | 418.34%-396.2pp | 34.25%-12.2pp |
| Employer contribution / active EE | $2,961 | $4,093-27.6% | $4,933-40.0% | $3,034-2.4% |
| Participant deferral / active EE | $7,310 | $8,502-14.0% | $8,070-9.4% | $5,087+43.7% |
| Admin fee / account holder | $136 | $179-23.9% | $12,998-99.0% | $269-49.4% |