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 | $30,035 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $17,370 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,500 | $89,652-44.8% | $141,162-64.9% | $65,185-24.1% |
| Participation rate | 93.9% | 74.7%+19.2pp | 82.5%+11.4pp | 70.2%+23.7pp |
| Annual return | 25.06% | 32.79%-7.7pp | 71.39%-46.3pp | 29.38%-4.3pp |
| Employer contribution / active EE | $2,380 | $3,065-22.3% | $4,735-49.7% | $2,177+9.4% |
| Participant deferral / active EE | $5,609 | $5,691-1.4% | $6,709-16.4% | $3,514+59.6% |
| Admin fee / account holder | $213 | $569-62.6% | $10,261-97.9% | $847-74.9% |