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 |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY3+ years Filed as: FIRST MERCANTILE TRUST Service code 12 · EIN 62-0951563 | Contract Administrator; Recordkeeping... | $40,929 |
SUNDVOLD FINANCIAL3+ years Service code 16 · EIN 43-1823054 | Consulting | $26,045 |
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).
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 | $41,178 | $81,537-49.5% | $149,718-72.5% | $69,631-40.9% |
| Participation rate | 57.6% | 86.1%-28.5pp | 87.1%-29.4pp | 70.7%-13.0pp |
| Annual return | 23.62% | 22.79%+0.8pp | 1501.63%-1478.0pp | 27571.02%-27547.4pp |
| Employer contribution / active EE | $1,589 | $3,239-50.9% | $5,445-70.8% | $2,032-21.8% |
| Participant deferral / active EE | $2,747 | $4,994-45.0% | $6,569-58.2% | $3,224-14.8% |
| Admin fee / account holder | $11 | $107-89.9% | $11,283-99.9% | $110-90.2% |