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 | $10,850 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $8,258 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,198 | $50,175-33.8% | $99,443-66.6% | $65,185-49.1% |
| Participation rate | 86.0% | 68.4%+17.6pp | 73.8%+12.2pp | 70.2%+15.8pp |
| Annual return | 14.91% | 25.36%-10.4pp | 30.72%-15.8pp | 29.38%-14.5pp |
| Employer contribution / active EE | $819 | $1,496-45.3% | $2,540-67.8% | $2,177-62.4% |
| Participant deferral / active EE | $1,240 | $2,748-54.9% | $3,619-65.7% | $3,514-64.7% |
| Admin fee / account holder | $163 | $398-58.9% | $6,250-97.4% | $847-80.7% |