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 LIFE AGENCY Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,319 |
PENSION ASSURANCE LLP1 year Filed as: KB PENSION SERVICES INC Service code 13 · EIN 65-0721164 | Contract Administrator | $1,848 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $342 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,065 | $54,701-76.1% | $86,188-84.8% | $71,457-81.7% |
| Participation rate | 77.2% | 60.1%+17.1pp | 69.0%+8.3pp | 67.9%+9.3pp |
| Annual return | 12.57% | 20.06%-7.5pp | 1168.45%-1155.9pp | 28.85%-16.3pp |
| Employer contribution / active EE | $266 | $1,265-78.9% | $2,380-88.8% | $2,588-89.7% |
| Participant deferral / active EE | $1,375 | $3,108-55.8% | $3,985-65.5% | $4,289-67.9% |
| Admin fee / account holder | $73 | $1,922-96.2% | $6,852-98.9% | $1,587-95.4% |