Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 27 · EIN 13-5674085 | Advisory (Plan) | $29,390 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$7,543 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,965 | $89,248+136.4% | $136,007+55.1% | $74,546+183.0% |
| Participation rate | 59.7% | 69.4%-9.7pp | 76.5%-16.8pp | 67.2%-7.5pp |
| Annual return | 20.36% | 22.76%-2.4pp | 579.32%-559.0pp | 1366.03%-1345.7pp |
| Employer contribution / active EE | $4,686 | $2,838+65.1% | $4,215+11.2% | $2,624+78.6% |
| Participant deferral / active EE | $7,237 | $4,598+57.4% | $7,024+3.0% | $4,347+66.5% |
| Admin fee / account holder | $85 | $1,545-94.5% | $6,858-98.8% | $1,944-95.6% |