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 | $33,267 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $13,448 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,186 | $58,512+74.6% | $84,015+21.6% | $72,985+40.0% |
| Participation rate | 55.8% | 61.2%-5.4pp | 69.0%-13.2pp | 69.5%-13.6pp |
| Annual return | 17.88% | 28.93%-11.0pp | 71.31%-53.4pp | 81.00%-63.1pp |
| Employer contribution / active EE | $901 | $1,163-22.5% | $1,983-54.6% | $2,440-63.1% |
| Participant deferral / active EE | $3,278 | $2,394+36.9% | $3,239+1.2% | $3,607-9.1% |
| Admin fee / account holder | $537 | $4,569-88.3% | $6,101-91.2% | $5,124-89.5% |