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 RETIREMENT Service code 17 · EIN 13-5674085 | Pension Consulting | $9,497 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,613 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $3,453 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,323 | $93,571-4.5% | $135,903-34.3% | $75,163+18.8% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.1pp | 67.2%+30.8pp |
| Annual return | 20.11% | 30.90%-10.8pp | 68.23%-48.1pp | 160.62%-140.5pp |
| Employer contribution / active EE | $3,245 | $3,537-8.2% | $4,856-33.2% | $2,670+21.6% |
| Participant deferral / active EE | $10,648 | $6,404+66.3% | $7,758+37.3% | $4,125+158.1% |
| Admin fee / account holder | $165 | $6,975-97.6% | $10,762-98.5% | $5,651-97.1% |