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 10 · EIN 52-2127371 | Accounting | $7,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,357 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $92,835 | $88,122+5.3% | $141,162-34.2% | $67,579+37.4% |
| Participation rate | 53.0% | 76.5%-23.5pp | 82.5%-29.5pp | 71.3%-18.3pp |
| Annual return | 21.42% | 75.40%-54.0pp | 71.39%-50.0pp | 378.56%-357.1pp |
| Employer contribution / active EE | $1,100 | $3,224-65.9% | $4,735-76.8% | $2,148-48.8% |
| Participant deferral / active EE | $1,930 | $5,958-67.6% | $6,709-71.2% | $3,539-45.5% |
| Admin fee / account holder | $25 | $131-81.1% | $10,261-99.8% | $142-82.6% |