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 | $33,307 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $13,481 |
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).
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 | $115,177 | $54,573+111.0% | $90,951+26.6% | $73,488+56.7% |
| Participation rate | 36.9% | 61.2%-24.2pp | 69.0%-32.1pp | 70.7%-33.8pp |
| Annual return | 15.36% | 16.69%-1.3pp | 134.60%-119.2pp | 28.51%-13.2pp |
| Employer contribution / active EE | $480 | $991-51.5% | $2,122-77.4% | $2,270-78.8% |
| Participant deferral / active EE | $1,705 | $2,517-32.2% | $3,373-49.4% | $3,740-54.4% |
| Admin fee / account holder | $537 | $521+3.0% | $5,959-91.0% | $513+4.7% |