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 |
|---|---|---|
MERCURY FINANCIAL GROUP2+ years Service code 17 · EIN 45-4770468 | Pension Consulting | $26,495 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $19,236 |
ERISA SERVICES, INC.2+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $12,749 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 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 | $12,978 | $30,599-57.6% | $74,583-82.6% | $57,658-77.5% |
| Participation rate | 42.0% | 49.1%-7.1pp | 68.1%-26.1pp | 70.2%-28.2pp |
| Annual return | 14.83% | 14.24%+0.6pp | 20.47%-5.6pp | 5.13%+9.7pp |
| Employer contribution / active EE | $175 | $1,000-82.5% | $2,525-93.1% | $1,974-91.1% |
| Participant deferral / active EE | $1,265 | $1,805-29.9% | $3,458-63.4% | $3,061-58.7% |
| Admin fee / account holder | $122 | $98+24.3% | $4,138-97.1% | $95+28.9% |