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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $25,139 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $10,592 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,304 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,259 | $86,655+20.3% | $119,609-12.8% | $66,914+55.8% |
| Participation rate | 63.1% | 75.6%-12.5pp | 79.3%-16.2pp | 69.8%-6.7pp |
| Annual return | -9.21% | -8.00%-1.2pp | -14.97%+5.8pp | 1.58%-10.8pp |
| Employer contribution / active EE | $1,427 | $2,536-43.7% | $4,232-66.3% | $2,544-43.9% |
| Participant deferral / active EE | $3,355 | $4,358-23.0% | $5,602-40.1% | $4,237-20.8% |
| Admin fee / account holder | $109 | $755-85.6% | $10,323-98.9% | $593-81.7% |