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 | $10,829 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $10,255 |
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.
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 | $47,177 | $55,214-14.6% | $104,607-54.9% | $73,488-35.8% |
| Participation rate | 63.4% | 67.8%-4.5pp | 74.1%-10.7pp | 70.7%-7.3pp |
| Annual return | 15.90% | 24.79%-8.9pp | 340.46%-324.6pp | 28.51%-12.6pp |
| Employer contribution / active EE | $788 | $1,468-46.3% | $2,681-70.6% | $2,270-65.3% |
| Participant deferral / active EE | $1,204 | $2,925-58.8% | $3,740-67.8% | $3,740-67.8% |
| Admin fee / account holder | $215 | $424-49.3% | $6,473-96.7% | $513-58.1% |