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 | $18,391 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,528 |
THE HASLAUER GROUP, INC.3 years Service code 13 · EIN 72-1487108 | Contract Administrator | $6,868 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $48,379 | $55,636-13.0% | $81,983-41.0% | $73,488-34.2% |
| Participation rate | 45.7% | 62.3%-16.6pp | 69.2%-23.5pp | 70.7%-25.0pp |
| Annual return | 13.71% | 19.07%-5.4pp | 41.31%-27.6pp | 28.51%-14.8pp |
| Employer contribution / active EE | $3,113 | $1,625+91.6% | $2,498+24.6% | $2,270+37.1% |
| Participant deferral / active EE | $3,904 | $2,762+41.3% | $3,722+4.9% | $3,740+4.4% |
| Admin fee / account holder | $667 | $493+35.4% | $5,664-88.2% | $513+30.1% |