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 GROUP3+ years Service code 17 · EIN 45-4770468 | Pension Consulting | $37,103 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $24,700 |
ERISA SERVICES, INC.3+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $22,008 |
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).
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 | $20,710 | $31,424-34.1% | $81,478-74.6% | $69,631-70.3% |
| Participation rate | 45.1% | 50.8%-5.8pp | 68.0%-22.9pp | 70.7%-25.6pp |
| Annual return | 41.68% | 22.44%+19.2pp | 38.78%+2.9pp | 27571.02%-27529.3pp |
| Employer contribution / active EE | $511 | $1,029-50.4% | $2,568-80.1% | $2,032-74.9% |
| Participant deferral / active EE | $1,408 | $1,838-23.4% | $3,537-60.2% | $3,224-56.3% |
| Admin fee / account holder | $195 | $103+90.2% | $4,561-95.7% | $110+76.7% |